by FA Staff
Kirk Bell has been promoted to director of the central region.
by FA Staff
Stephen Valelly joins the firm as senior vice president of investments.
by FA Staff
The Portland Harbor Group has joined the firm in Maine.
by FA Staff
Elizabeth Symons uses The Advisor Center’s recruiting platform to make move.
by FA Staff
Mariner Holdings in Leawood, Kansas, has been named one of the best places to work by the Kansas City Business Journal.
by FA Staff
Philip Beatty, Jim Boone, Dan Dubay and Chuck Gray manage $225 million in assets.
by FA Staff
David Karp has joined the firms Northfield, N.J. office.
by FA Staff
Brett Schneider and Tim Robb take on new roles at the firm.
by FA Staff
Risk Management Association elects officers.
by FA Staff
The O’Donnell Financial Group has joined the broker-dealer.
by FA Staff
The Association Achievement Award recognizes excellence in performance by local associations in the areas of member benefits, advocacy, membership and governance.
by FA Staff
Thomas Gleason, James Morris and Christine Wilhelm have joined the firm as regional vice presidents of retirement plan sales.
by FA Staff
John Piershale has joined his brother, Michael Piershale, who is president of the firm.
by FA Staff
Howard Davis, formerly an executive with Financial West Investment Group, has been named president of Sandlapper Securities LLC, based in Greenville, S.C.
by FA Staff
Michael Hines has joined Concord Wealth Management, the Boston agency of the Penn Mutual Life Insurance Company, as a financial advisor, Concord Wealth Management announced Monday.
by FA Staff
Deutsche Asset & Wealth Management has added three professionals to its New York City office.
by FA Staff
Michael Goldman is named COO and Carl Nelson is appointed head of M&A.
by FA Staff
Jay Sommariva will lead the firm’s fixed-income division.
by FA Staff
Sharon French will lead F-Squared Capital distribution.
by FA Staff
Alex Reffett and Amber Smiley have joined the firm’s retirement services division.
