by PW Staff
Cumberland Trust has added three firm veterans to its executive team.
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
The $1.8 billion firm, based in Atlanta, serves high-net-worth families.
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 firm is part of the Dynasty Financial Partners network.
by PW Staff
The two strategies are low cost, liquid investments.
by PW Staff
Mercer Advisors has announced its sixth acquisition in 12 months with the purchase of Duckworth Wealth Advisors.
by PW Staff
Jonathan Drubner will work with sports and entertainment industry clients.
by PW Staff
The acquisition is part of Bronfman E.L. Rothschild's growth plans.
by PW Staff
The Boston advisory firm has expanded its private client business.
by FA Staff
New York-based firm Triad Securities has announced its expansion to Boston.
by
Karen DeMasters
Bobbi Bierhals and James Cundiff have been elected Fellows of American College of Trust and Estate Counsel.
by PW Staff
Cumberland Trust's new office in St. Louis will be led by Michael Orr.
by PW Staff
With the addition of two executives, U.S. Trust hopes to expand its offerings for endowments and foundations.
by PW Staff
U.S. Bank has named Steve Blazek as wealth management advisor in the Denver Private Client Reserve.
by PW Staff
U.S. Trust has expanded offices in six states with the hire of eight new wealth management professionals.
