by FA Staff
Kerina Graham will provide financial planning and investment management strategies for clients in the Scottsdale, Ariz., area.
by FA Staff
Anastasia Davis Stull has joined the firm’s credit services group.
by FA Staff
Xandra Burnette has been promoted to the newly created role of COO.
by FA Staff
Michael Lee was previously affiliated with Morgan Stanley, and Nancy Tuininga was with Wells Fargo Advisors.
by FA Staff
Beresin has been named executive vice president and chief administrative officer.
by FA Staff
The new hires include Daniel Church, Anthony Hazen, Kevin Helwig, Michael Klisares and Matthew Selman.
by FA Staff
Judith Lu and Audra Lalley have joined the firm as financial advisors and managing directors.
by FA Staff
James Luke and Dravasp Jhabvala have joined the firm’s commodity team.
by FA Staff
Robert Murphy brings extensive industry experience to new role.
by FA Staff
Long Wharf Investors joins a Focus Financial partner firm.
by FA Staff
Ryan Donovan has joined the firm from Citigroup.
by FA Staff
Julie Balerna, Clay Cardozo and Deb Daniello have joined the firm’s Boston office.
by FA Staff
Matt Ransom has been promoted to vice president of new advisor training and development.
by FA Staff
Thomas Vilardo has joined the firm’s wealth advisory group.
by FA Staff
Christopher Fluehr and Jason Mamalis have joined the firm from Wells Fargo.
by FA Staff
Frank McAleer fills the position held previously by Shannon Reid.
by FA Staff
Sound Wealth Management has joined the firm in Florida.
by FA Staff
Tiffany McBride, Michael Soto, Ena Dashi and Chris Bergthold have joined the firm.
by FA Staff
Eric Carlson will provide retirement consulting services to clients in the Southern California market.
by FA Staff
Menard will lead the firm’s initiatives in building relationships in the RIA marketplace.
