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Marketplace health insurance ratings methodologyNerdWallet evaluates marketplace health insurance plans based on marketplace data about plans’ premiums, out-of-pocket costs and benefits, prescription drug coverage, dental coverage, government quality rating data, complaint data, records about how plans approve and deny claims and more.We evaluate individual plans and then aggregate scores to the company level. When a plan is missing data for a certain metric, we exclude it from calculations. For example, the federal government calculates official star ratings for marketplace health insurance plans, but many plans are unrated, and others have incomplete ratings. NerdWallet’s analysis incorporates government quality ratings when they’re…
Team Name: Roseate Group Firm: Wells Fargo Advisors Senior Members: Robert Vingi, Jr., David McCallum, Howard D. Edwards, Wendy Brewer, Aaron L. Barber Location: Charleston, SC Team Custodied Assets: $3 billion Background: Founded in 2003 by Robert Vingi Jr. and Howard D. Edwards, the Roseate Group of Wells Fargo Advisors has grown into a ten-member wealth-management practice in Charleston, South Carolina. David McCallum joined the team that same year after starting his career with Donaldson Lufkin & Jenrette (DLJ), where he helped open a private-client office in Chicago. Soon after, Aaron L. Barber, joined as an analyst and portfolio manager…
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