by FA Staff
Jeffery Tomaszewski and Gary Rigby have joined the firm from Merrill Lynch.
by FA Staff
Emerald Asset Management manages over $200 million in client assets.
by FA Staff
The fee-only financial planning network has changed its name to Alliance of Comprehensive Planners.
by FA Staff
Jonathan Lifschutz and David Reed have joined the United Advisors new hybrid office.
by FA Staff
Schramm Financial Group has joined the RIA from Merrill Lynch.
by FA Staff
Natalie Wolfsen has joined the firm in the newly created role of chief commercialization officer.
by FA Staff
Alina Brindusescu, Gus Marzavas, Keith Hendricks and Robert Norman have joined the firm as financial advisors.
by FA Staff
Richard Keri has joined the firm from OppenheimerFunds.
by FA Staff
Matthew Griffith, formerly with Merrill Lynch, has joined Washington Wealth Management.
by FA Staff
The wealth management firm has opened a Los Angeles office.
by FA Staff
Shannon Reid has been promoted to vice president.
by FA Staff
David Neunuebel and Lisa Barrantes have opened a new Santa Barbara, Calif., office.
by FA Staff
Denis Parisien will enhance the firm's suite of emerging market fixed income products.
by FA Staff
Cathy Clauson has joined the firm to managing sales initiatives and maximize resources for growth.
by FA Staff
John Morgan, Brian Sabo and Jason Edelson have joined the firm from Wells Fargo.
by FA Staff
Fortress Wealth Advisors has joined the firm from Manarin Investment Counsel.
by FA Staff
Chris Riggio will lead the national expansion of the firm’s sales and support organizations.
by FA Staff
Paul Metzger has joined the firm in New York.
by FA Staff
Kerri Cain is a 20-year industry veteran experienced in finance, accounting and compliance.
by FA Staff
Scott Schaerer has joined the firm to expand business on the West Coast.
