by FA Staff
Winfield Associates was founded in 1997 by William Winfield Baker and his son, Christopher “Biff” Baker.
by
Ed Hammond
A partner before Goldman Sachs went public, Carr is known as an old-school, generalist rainmaker.
by FA Staff
Woods Brignac Wealth Management of Raymond James joins RJA in Lake Charles, La.
by FA Staff
Adam Hutchinson and Robert Gibbs have aligned with N.J.-based River's Edge Wealth Partners.
by
Joyce Blay
Nold Bryant was previously with St. Louis-based Stifel Financial Corp.
by FA Staff
Mark Nakamitsu and Rick Farrar have joined Cetera affiliates in Minnesota and Alabama.
by FA Staff
Garcia has held roles at Pershing, Schwab and E*Trade.
by
Joyce Blay
The advisor duo was formerly with Citigroup Global Markets.
by
Joyce Blay
The two teams will join the bank in New York City.
by
Edward Hayes
The program offers third-party providers to advisors in need of high-net-worth client services.
by FA Staff
Diamond Wealth Advisors, formerly with LPL Financial, is led by founder Jim DeGaetano.
by
Joyce Blay
EQIS and 3D/L will will each continue to operate under their branded names.
by FA Staff
Dean Packard, Scott Lowder and Vytas Maginnis operate Harvest Wealth in Washington, D.C.
by
Sridhar Natarajan, Kiel Porter
Heather Miner, who was running a new sales effort at Goldman's asset management unit, is joining Advent International.
by FA Staff
David Nanigian will oversee the education programs required for CFP certification and renewal.
by
Joyce Blay
One of Christine Gustafson's clients is the American Heart Association.
by FA Staff
The national wealth management firm has eight advisors who manage $800 million in assets.
by
Joyce Blay
Cooper is an industry veteran with nearly three decades of experience.
by
Joyce Blay
Jeanie and Michael Taras operate in Jacksonville, Fla.
by
Joyce Blay
Erica E. Lord has over 20 years of experience serving high-net-worth individuals and families.
