by
Edward Hayes
Crystal McClenthen was previously an executive with Northern Trust.
by
Joyce Blay
The eight new principals join 87 others personally invested in the firm.
by FA Staff
Sam Graham is named chairman.
by
Edward Hayes
The private investing firm prioritizes firms that are owned by women and minorities.
by FA Staff
He will be responsible for expanding the UHNW clientele.
by
Miles Weiss
His retirement was announced in tandem with a separate release stating that Nuveen had settled all litigation filed by Preston Hollow Community Capital.
by Karen DeMasters
Equius, from Novato, Calif., has more than $1 billion in assets.
by FA Staff
The Georgia firm is joining the RIA channel of Kestra.
by FA Staff
Perigon also announced an affiliation with wealth advisor Sheetal Bagde of Cognizant Wealth Advisors.
by FA Staff
Affidare Private Wealth Management has joined the Kestra network of firms.
by FA Staff
Indianapolis firm prides itself on attracting young advisors.
by
Joyce Blay
Chloe Wohlforth's father, a bond trader, was one of the victims of the 9/11 terrorist attack.
by
Joyce Blay
Wooster Square serves families, business owners and legal, medical and higher education professionals.
by
Joyce Blay
Kimberly Beck and Brett Wright were named to the financial technology company's advisory body.
by
Joyce Blay
Joseph Watson will head the advisory firm's technology investing group.
by
Joyce Blay
Kelly Corah joined First Tech 25 years ago.
by
Joyce Blay
Julian Lopez is an industry veteran who has more than 20 years of experience.
by
Joyce Blay
Tara Latini most recently served as HSBC head of wealth and personal banking in the U.S.
by FA Staff
The move is part of Garner Group's succession planning.
by
Joyce Blay
Legacy partners Cris Iron and Eddie Fernandez founded the practice in 1995.
