by FA Staff
Seth Finkelstein has joined the firm from ING Investment Management.
by FA Staff
Chris Dupuy has been named co-head of the Focus Connections program.
by FA Staff
Susan Anthony has joined the firm from John Hancock.
by FA Staff
Mike Foy has joined the firm in New Jersey.
by FA Staff
Veteran annuity researcher Frank O’Connor has joined the association from Morningstar.
by FA Staff
Karen Burch has joined the firm in Michigan and Nick Ippolito is based in New Jersey.
by FA Staff
Ed Pollis has joined the firm from Charles Schwab.
by FA Staff
Walt Czaicki will lead the firm’s asset management group.
by FA Staff
Joseph Zappia and Ted Garofola have joined Focus Financial’s partner firm, LVW Advisors to launch LVW Family Wealth.
by FA Staff
Heather Lavallee takes on new role at the firm.
by FA Staff
Wood Asset Management has joined the firm in Richmond, Va.
by FA Staff
Thomas Kerins and Debra Hendrickson have joined Fortress Wealth Advisors.
by FA Staff
The Ezzell Group has joined from Merrill Lynch.
by FA Staff
Joel Triemstra has joined the firm as regional director.
by FA Staff
Michael Woomer will lead the firm’s retirement plan and institutional sales division.
by FA Staff
Highmount promotes five team members to principals and owners.
by FA Staff
ImpactAssets, a financial services firm specializing in sustainable investing, added two to its managment team.
by FA Staff
Larry Jones and Taylor Jones have joined Retirement Benefits Group in Ramona, Calif.
by FA Staff
Financial planner Nick Brightbill has joined the Lancaster, Pa.-based firm.
by FA Staff
Jason Woodward will focus on candidates who are ready for a second career.
