by FA Staff
The late senator's son is a managing director at Convergent.
by FA Staff
Mariner Wealth adds Kevin Corbett as managing director.
by FA Staff
Van Kirk Wealth Advisors has opened in Gulfport, Miss.
by FA Staff
Paul St. Onge joins GW & Wade as part of his succession plan, Focus Financial announces.
by FA Staff
Bess Joffe moves from Goldman-Sachs.
by PW Staff
Avery Macon Tucker has joined the firm from Wells Fargo.
by FA Staff
Jeff Pruitt has joined the firm from PNC Asset Management.
by FA Staff
Robert Glah has joined the Aspen-based money management firm.
by FA Staff
Jason Payne has joined the firm from Wells Fargo Advisors.
by FA Staff
Sarah Coxe Lange will lead the development of the firm’s outsourced chief investment officer services.
by FA Staff
Industry veteran Rick Moreno has joined the firm in Sausalito, Calif.
by FA Staff
Bessie Seeley has joined the firm’s institutional team in Phoenix, Ariz.
by FA Staff
Bobbie Meola has been named managing director and will lead the all-female advisor team.
by FA Staff
The Adams Group has joined the firm from Sterne Agee.
by FA Staff
Founding partner Patrick Geddes has been named chief executive officer and Ran Leshem has been promoted to chief investment officer.
by FA Staff
Pucci Financial has joined the firm in Goshen, N.Y.
by FA Staff
Daniel Sheehan will provide retirement plan and wealth management services to clients in central California.
by FA Staff
Kimberly Collins has worked with the firm on a consulting basis for six years.
by FA Staff
Katherine Paulson possesses a strong track record of creating innovative marketing strategies.
by FA Staff
David Shepherd has joined the firm from Lincoln Financial Group.
