Vicky Smith

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Focus Financial Partners Announces Partnership With Carnick & Kubik

by FA Staff

Focus Financial Partners has announced the newest addition to its partner network, RIA Carnick & Kubik.

Industry Veteran Joins Securities America Recruiting Team

by FA Staff

Industry veteran Dee Morgan has joined the recruiting team at Securities America.

Beacon Pointe Adds Retirement Plans; Announces New Hire

by FA Staff

Beacon Pointe announced a new hire, Doug Igel, to lead its expansion into retirement plan consulting.

Sontag Advisory Hires New Senior Advisor

by FA Staff

David Kelman has joined Sontag Advisory as a senior advisor.

Summit Trail Advisors Adds New Chief Operating And Compliance Officer

by FA Staff

Summit Trail Advisors has appointed Thomas Harms as its chief operating and compliance officer in the New York office.

Atlantic Trust Relocates Headquarters; Announces Three New Hires In Three Cities

by PW Staff

Atlantic Trust has relocated its headquarters in Atlanta, and announced three new hires in three cities.

Raymond James Appoints Co-Head Of The Public Finance/Debt Investment Banking Division

by FA Staff

Raymond James announced the appointment of Gavin Murrey as co-head of the firm’s Public Finance/Debt Investment Banking division.

LVW Advisors Adds New Partner

by FA Staff

LVW Advisors announced the addition of Gary Sinderbrand as a partner of the firm.

Diane Garnick Joins TIAA As Chief Income Strategist

by FA Staff

Diane Garnick has joined TIAA as a managing director and chief income strategist.

NewOak Announces New Director In Credit Services LLC

by FA Staff

NewOak has appointed Jonna Boyle as director in its Credit Services LLC.

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