by PW Staff
U.S. Trust added nine people to its wealth management business.
by FA Staff
Marc Shachtman has founded the True Wealth Advisory Group, bringing $500 million to HighTower.
by PW Staff
Mercury Capital Advisors is expanding its iFunds distribution personnel with three hires.
by PW Staff
Howard Morgan, a venture capitalist and angel investor, will help guide new initiatives at TIGER 21.
by PW Staff
Ellen Breslau is in charge of marketing efforts for the organization, which connects wealthy individuals and families.
by PW Staff
Ross will provide content for members, including selecting speakers for TIGER 21's monthly meetings.
by PW Staff
Cumberland Trust has added three firm veterans to its executive team.
by PW Staff
Doyle is vice president, chief strategy officer, at Phoenix American.
by PW Staff
Linda Beerman created the group 16 years ago.
by
Karen DeMasters
Partnering with Parametric, AssetMark is offering custom portfolios to high-net-worth clients.
by PW Staff
Five people have been hired for the private client wealth management offices in three states.
by PW Staff
The transaction expands Focus’ presence in the ultra-high-net-worth space.
by PW Staff
Three people with expertise in investing and estate planning are joining Fiduciary Trust.
by PW Staff
The $1.8 billion firm, based in Atlanta, serves high-net-worth families.
by
Christopher Robbins
Andrew Fay will take over as head of Fidelity's family office business on July 1.
by PW Staff
Jonathan Bailey was previously with the think tank Focusing Capital on the Long Term.
by PW Staff
SunTrust is adding private wealth management teams in Dallas and Houston.
by PW Staff
The move strengthens Focus Financial’s presence in the New England area, Focus says.
by PW Staff
The firm is part of the Dynasty Financial Partners network.
