by FA Staff
Brian Fowler brings 18 years of experience to the professional development firm.
by FA Staff
Financial advisor Thomas Johnson has joined the firm.
by FA Staff
Marc Beekman, Steve Dripchak and Troy Reeder have joined the firm as regional directors.
by FA Staff
Beata Rogala is appointed second vice president of enrollment and e-business in worksite markets.
by FA Staff
Tammie Farrell, David Heath, Craig McDaniel, Jr., Jeffery Bryson and Andy Bryant have joined the firm.
by FA Staff
Paul McKiernan has rejoined the institutional sales team of Commonfund as a managing director.
by FA Staff
Brannam Wealth Management joins the firm from UBS.
by FA Staff
Glen McRary will lead advisor recruiting efforts.
by FA Staff
Bill Zimmerman will lead the San Diego chapter.
by FA Staff
Clayton Smith joins the firm to enhance retirement plan services.
by FA Staff
Robert MacDonald, former global chief marketing officer of 3M, has joined the firm’s board of directors.
by FA Staff
Cynthia Woodsmall Jones has joined the firm in Georgia.
by FA Staff
Dashboard Wealth Advisors has joined the firm in Oak Brook, Ill.
by FA Staff
Peter Guarino and Vivek Pingili have joined the firm as vice presidents.
by FA Staff
James “Doug” Hall joins Green Financial Group in Houston.
by FA Staff
Roberto Roffo joins firm to expand its municipal fixed-income capabilities.
by FA Staff
Phillip Pounds, Danny Lowe, and Kevin Sims have joined the firm.
by FA Staff
Michael Weiner will manage investment policies for the firm.
by FA Staff
Andrew Windsor will oversee retirement plan investments.
by FA Staff
Thomas Brown and Frank Epinger have joined the firm as executive directors.
