by FA Staff
The firm has made new appointments designed to expand its environmental efforts.
by
Joyce Blay
Financial advisor Dick Donahue operates Asset Advisors LLC in Ferndale, Wash.
by
Joyce Blay
John Thornton and Jake McLean launched Capitum Wealth in Charlottesville, Va.
by
Dawn Lim
The succession plan moves Tim Geithner to the chairman role at the private equity firm.
by FA Staff
Rob Pitois is the new regional trust manager.
by
Joyce Blay
Jeremy Holly is returning to the company after two years at SageView Advisory Group.
by FA Staff
Tim Stidham will oversee global sales and marketing.
by
Joyce Blay
Buddy Favor managed about $115 million with AIG Retirement Services' broker-dealer.
by
Joyce Blay
Brett Wheeler is a former financial regulator.
by
Joyce Blay
Peter B. York has more than three decades of experience in the financial industry.
by
Joyce Blay
As an undergraduate, Woodraska got an early start working in the financial services industry.
by FA Staff
With the acquisition of TMI Holdings, Argent will have more than $65 billion in client assets.
by
Christopher Robbins
In his previous roles, Vivek Pappu launched a suite of AI-infused advisor tools.
by
Joyce Blay
Financial advisors Lauren Salas and Jan Klein managed $154 million in client assets at Morgan Stanley.
by FA Staff
Cetera also announced that Adam Antoniades will continue to serve as CEO of Cetera Financial Group, the brokerage operation.
by
Edward Hayes
Stephanie Bruckner previously ran a consulting practice and managed a family office.
by
Joyce Blay
Mike Drennen was formerly with Hightower Advisors.
by
Joyce Blay
EncorEstate Plans, based in Seattle, provides estate planning software for advisors.
by
Joyce Blay
Clark Kendall is an industry veteran with over three decades of financial services experience.
by
Edward Hayes
Chris Raub will supervise enterprise risk management at Jackson Financial.
