by FA Staff
Summit Trail Advisors has appointed Thomas Harms as its chief operating and compliance officer in the New York office.
by FA Staff
LVW Advisors announced the addition of Gary Sinderbrand as a partner of the firm.
by FA Staff
Diane Garnick has joined TIAA as a managing director and chief income strategist.
by FA Staff
NewOak has appointed Jonna Boyle as director in its Credit Services LLC.
by FA Staff
American Century Investments has promoted three senior investment analysts and one lead quantitative researcher to portfolio manager.
by FA Staff
Franklin Templeton Investments has announced new hires for its global exchange traded funds team.
by FA Staff
The firm’s recent expansion includes its first foray into the Magnolia State.
by FA Staff
Springmeyer has been promoted to Twin Cities investment lead at the Private Client Reserve of U.S. Bank.
by
Christopher Robbins
In a deal announced Wednesday, the Glowacki Group will merge with fellow Los Angeles wealth manager Aspiriant.
by FA Staff
They bring a total of $368 million in assets to the firm.
by FA Staff
ITI Strategies has joined LPL Financial's broker-dealer platform.
by FA Staff
Jeffrey Sica of Circle Squared Alternative Investments has joined the advisory board at The Center For Real Estate at Rutgers Business School.
by FA Staff
Stratos Wealth Partners has added a pair of veteran advisors in Scottsdale, Ariz
by FA Staff
Envestnet | Tamarac has a new veteran hire from Charles Schwab & Co.
by FA Staff
Sontag Advisory, based in New York City, has announced a new CEO.
by FA Staff
Third Street Partners has hired a new industry executive as a principal in New York.
by FA Staff
Douglas C. Lane & Associates has joined the Focus Financial Partners network based in NYC.
by FA Staff
Dynasty Financial Partners has hired a new vice president and opened a new office in Chicago.
by FA Staff
U.S. Trust has hired six new private client advisors throughout the nation.
by FA Staff
Homrich Berg has announced the appointment of Robin Aiken as principal at the firm.
