Scott Shinnick joins firm as a fixed-income trader and credit analyst.
Patricia Stocke to guide firm's development and financial growth.
Assets under management total $3.1 billion for Hennessy family of Funds.
Mark Teed to be senior vice president of investments in Springfield, Mass.
Patrick Christiansen will manage business partner relationships.
Appointment of Christopher Bartlett expands the firm's expertise in managing private client portfolios.
Ian Winer named director of equity trading in Los Angeles.
Woods Associates joins Prospera Financial.
Cambridge Wealth Counsel's new Denver office is led by Marc Jimenez.
Stephen Davis joins platform focused on small-plan 401(k) market.
Eric Kolts will focus on solutions-based commodities investment strategies.
Todd Clarke is promoted to CEO, Ryan Beach is named president, and Rusty Vanneman is CIO.
Jason Berkowitz brings 10 years of insurance industry experience to new role.
Mutual fund veteran Rob Adler joins firm.
Attorney Joseph Morsman also joins the executive management team and risk assessment committee.
Gregory Barton brings 16 years of experience and leadership to new position.
Darius Gill promoted to managing director of the central region.
Addition of Valentina Glaviano and Christopher McCool represents firm's commitment to meet growing demand for alternative investments.
Tom Spangler brings extensive compliance knowledge and leadership skills to new position.
Firm responds to local demand with new Woodland Hills, Calif., office.