by PW Staff
Beachwood, Ohio-based Stratos Wealth Partners has added a new office with four financial advisors in Prescott, Ariz.
by PW Staff
Lincoln, Mass.-based Athena Capital Advisors has promoted a managing partner to president and chief operating officer.
by PW Staff
Christian Thwaites was appointed chief strategist for Brouwer & Janachowski, a Tiburon, Calif.-based RIA and wealth management firm.
by PW Staff
U.S. Bank Wealth Management has named Scott Kaul wealth management advisor managing director for The Private Client Reserve in Minneapolis.
by PW Staff
U.S. Bank Wealth Management has named Daniel Wani managing director of trust and wealth planning for The Private Client Reserve.
by PW Staff
Minneapolis-based U.S. Bank Wealth Management has added two professionals to The Private Client Reserve in Madison, Wis.
by PW Staff
Chicago-based Schiff Hardin has added Christine Quigley as a partner in its private clients, trusts and estates group.
by PW Staff
Joseph Gill was named managing director of New York-based Rothschild Asset Management.
by PW Staff
U.S. Bank Wealth Management announced a new hire and a promotion at The Private Client Reserve in Minneapolis.
by PW Staff
The Private Client Reserve of U.S. Bank in Kansas City, Mo. has named Andy Fent as a wealth management advisor.
by PW Staff
San Francisco-based Bank of the West has hired Steve Prostano as head of family wealth advisors in its Wealth Management Group.
by PW Staff
Washington-based Convergent Wealth Advisors announced the addition of two managing directors to its D.C. offices.
by PW Staff
U.S. Bank Wealth Management named Jamie Wells director of wealth planning for Ascent Private Capital Management’s Center for Wealth Impact in Denver.
by PW Staff
Portland, Maine-based Spinnaker Trust has announced the addition of Bob Gould as executive vice president and principal.
by PW Staff
Sunrise Yachts has appointed Caroline Hillier of Aquamarine Consultancy as its international marketing and public relations communications executive.
by PW Staff
Former NFLer Jeff Byers has joined LLBH from The Drexler Group of Wells Fargo Advisors, where he and his team managed over $300 million in assets.
by PW Staff
Boston-based BNY Mellon has hired David Walker as wealth director for business development.
by PW Staff
Washington-based international law firm McDermott, Will & Emery announced the addition of Ellen K. Harrison as a partner.
by PW Staff
San Francisco-based First Republic Bank will acquire Constellation Wealth Advisors, a New York-based independent multi-family investment office, in a $115 million deal.
by PW Staff
New York-based BNY Mellon has appointed Lillian Peters as senior wealth director in its Miami wealth management office.
