by PW Staff
Guy Maxfield has joined the firm's estate planning department.
by PW Staff
Mindy Rosenthal has been promoted to president of The Institute for Private Investors.
by PW Staff
Robert Buzzelli has joined the firm’s wealth management business.
by PW Staff
Doug Heding, Kenan Aksoz and Martim De Arantes Oliveira are joining U.S. Bank.
by PW Staff
Cynthia Payseur has joined the firm in Denver.
by PW Staff
The firm has added three professionals in the U.S.
by PW Staff
The firm has added eight veteran advisors to its new branch.
by PW Staff
Richard Stasand has joined the firm in Orange County, Calif.
by PW Staff
Afroz Qadeer and Sue Osborne have been appointed to the firm's investment management committee.
by PW Staff
Tim Hoekstra has joined the firm's Phoenix office.
by PW Staff
Michael Held has over three decades of financial industry experience.
by PW Staff
Jeff Schell, Sam Somuri and Steve Kelleher have joined the firm.
by PW Staff
Thaddeus Shelly has joined the firm in Palm Beach, Fla.
by PW Staff
Lisa Barringer has been named the firm's director of business management.
by PW Staff
Michael Montgomery has joined the firm's Scottsdale, Ariz., office.
by PW Staff
McBee Butcher Jr. and Michael Cabanas have joined the firm.
by PW Staff
Heather Borelli has joined the firm's Naples, Fla., office.
by PW Staff
Jonathan Rikoon and Cristine Sapers have joined the firm as partners.
by PW Staff
Robert Courtemanche becomes chairman; Mary Boyd is division president
by PW Staff
Craig Spengler has joined the firm from Avondale Partners.
