by PW Staff
Russell Kelley has joined the firm in Palm Beach Gardens and Robert Ward has joined in Fort Lauderdale.
by PW Staff
The late senator’s son has joined Convergent Wealth Advisors as a managing director in Washington, D.C.
by PW Staff
Jay Peaslee will lead business development in Denver.
by PW Staff
Ilka Gregory has joined the firm from Third Avenue Management.
by PW Staff
Kevin Corbett has joined the firm from Fidelity Investments.
by PW Staff
Joshua Heapes, Bryan Unterhalter and Rodriguez Webb have joined the firm.
by PW Staff
Erik Zipp has joined the firm from Thrivent Financial.
by PW Staff
Jean Lewis will serve clients out of the bank's office in Bellevue, Wash.
by PW Staff
Avery Macon Tucker has joined the firm from Wells Fargo.
by PW Staff
Karin Lundell has joined the firm’s private client group from Morrison Cohen.
by PW Staff
The CPA firm specializes in tax solutions for professional athletes and individuals with offshore assets.
by PW Staff
Scott Hotham has joined the firm from Merrill Lynch.
by PW Staff
Monty Reedy and Michael Gegen have joined the firm from RBC Capital Markets.
by PW Staff
Mike Quimby has joined the firm from Wells Fargo Advisors.
by PW Staff
Joseph Lombardo has joined The Private Client Reserve in New York and Joseph Haas has joined The Reserve in Milwaukee.
by PW Staff
The high-net-worth investor group has reached 250 members, representing $25 billion in investable assets.
by PW Staff
Clare McCoy has joined the firm’s Madison, N.J., office.
by PW Staff
Ken Carraro has joined The Private Client Reserve in Portland, Ore.
by PW Staff
Amy Foo has joined the firm from Morgan Stanley.
by PW Staff
Baker Tilly Investment Advisors of Madison, Wis., has changed its name to Bronfman E.L. Rothschild, the firm announced.
