by FA Staff
Andrew Gogerty will focus on research and product development for the firm’s investment strategies.
by FA Staff
Paul Allen and David Schadel have joined the firm from Wiley Bros.-Aintree Capital.
by FA Staff
The Dedrick-Franklin Group has joined the firm’s Tuscaloosa, Ala., office.
by FA Staff
Ron Carson will help to prepare the next generation of financial advisors.
by FA Staff
Fernando Garip will lead the team of eight investment professionals located in two new offices.
by FA Staff
Amy Danforth heads Fidelity Charitable, a public charity and donor advised fund.
by FA Staff
Penn Mutual director is named to finance department advisory board at Widener University.
by FA Staff
Miguel Castillo has been promoted in Kansas City, Mo.
by FA Staff
Two new members are elected by shareholders to the board of directors of Raymond James.
by FA Staff
RJ Wealth Management has joined the firm from Merrill Lynch.
by FA Staff
Peter Walsh and Lisa Walsh have joined the firm in Buffalo, N.Y.
by FA Staff
New financial services firm is created in Minneapolis-St. Paul area.
by FA Staff
The firm also aligns with Flagship Harbor Advisors.
by FA Staff
Jeffrey Schmaltz has joined the firm from Fidelity Investments.
by FA Staff
Alex Gallego will open a new branch office in Oyster Bay, N.Y.
by FA Staff
Zachary Karas has been promoted and also serves on the firm’s executive committee.
by FA Staff
Edward Perkin is joining the firm from Goldman Sachs Asset Management.
by FA Staff
Justin Neugerg will focus on the firm's data and risk management.
by FA Staff
John Sullivan, John Abbuhl and Colleen Berry take on new roles at the firm.
by FA Staff
Affiliation with LPL is a vital feature in recruiting new independent advisors to the firm.
