by FA Staff
Novak has spent the past two decades advising wealthy individuals and family offices.
by FA Staff
McElmoyl has worked for Wells Fargo, Prudential Securities and Edward Jones.
by FA Staff
Petrunia has over two decades of experience working in the Midwest with very wealthy individuals and families.
by FA Staff
Kilburg will be responsible for growing and expanding Sanctuary's Investment Solutions group.
by FA Staff
Lisa Ashcroft and Kim Ressler will work out of Univest's recently opened regional office in West Lawn, Pa.
by FA Staff
Conroy joined BlackRock in 2014, where he was a member of the iShares Markets Coverage team.
by FA Staff
Together, Garcia and Munoz will focus on serving international clients, with an emphasis on Latin America.
by FA Staff
Both Rixse and Todd are industry veterans with five decades of combined experience between them.
by FA Staff
Mughal's transition to CEO marks the second leadership transition in Bailard's 52-year history.
by FA Staff
Manfredonia joins Glenmede following a 30-year career at PNC.
by FA Staff
Industry veteran Lisa Doche, who leads the Doche team, has 38 years of experience.
by FA Staff
Ford has more than two decades of experience leading wealth management teams.
by FA Staff
With the addition of Sayers, Cresset will expand its footprint in Texas.
by FA Staff
Colletti, an attorney and CFP, joined Aspiriant in 2011 as a director in wealth management.
by FA Staff
Walsh is an industry veteran with two decades of experience.
by
Joyce Blay
Whitaker succeeds Peter Welber, who is retiring after 17 years.
by
Joyce Blay
Slaughter has more than 14 years of experience in family office services and asset management.
by
Joyce Blay
Powell is an industry veteran with more than two decades of experience.
by
Joyce Blay
Hayes is an industry veteran with two decades of financial services experience.
by
Joyce Blay
Perez was formerly a wealth advisor with Wells Fargo Clearing Services, LLC.
