by FA Staff
Don Hagan brings nearly 30 years of portfolio management and research experience to his new role.
by FA Staff
Tracy Schmidt and Holly Greer receive promotions and Brian Lee joins the firm.
by FA Staff
Two advisors who formerly worked have joined Washington Wealth Management under different affiliation models.
by FA Staff
Robert Litterman, veteran Goldman Sachs risk management head, will lead the Commonfund board of trustees.
by FA Staff
Maurice Curran has joined the firm as director for referral network development.
by FA Staff
Selden Frisbee, Jeff Howard, Louis Jehl and Terry Stanford have been promoted to principals of the firm.
by FA Staff
Miller Russell Associates in Phoenix has promoted Nathan Erickson to CIO.
by FA Staff
The new advisors are located in New York, Georgia and the Carolinas.
by FA Staff
AMG appoints a new CEO.
by FA Staff
Peter Alberding has joined the firm in Boston and Warren Wright is based in Washington, D.C.
by FA Staff
Michael Rosenthal will provide retirement plan and wealth management services.
by FA Staff
Brian Andrew has been promoted to president and will also serve as a board member.
by FA Staff
Brothers Nick and A.J. Salvetti have joined the firm from Merrill Lynch.
by FA Staff
David Huffman and Aimee Boggs have joined the firm in Ponte Vedra Beach, Fla.
by FA Staff
Derrick Chandler, 36, has been made co-owner of the Maitland, Fla.-based wealth management firm.
by FA Staff
Astle Investment Managers has joined the firm from Merrill Lynch.
by FA Staff
Barbara Pal of Cedar Brook Financial Partners has been named to the 2014 Securities America sales assistant advisory board.
by FA Staff
FORM Wealth has joined the firm In Lake Geneva, Wis.
by FA Staff
Howard Richards and Jim Goodland used The Advisor Center’s recruiting platform to make move.
by FA Staff
The independent broker-dealer has enhanced its practice management and retirement plan services.
