by PW Staff
The firm has opened a new office and made two new hires.
by PW Staff
Robert Swift has joined the firm from Colorado State Bank and Trust
by PW Staff
The firm honored three advisors and donated $20,000 to each of their favorite charities.
by PW Staff
Industry veteran Tim Whiting has joined IMCA after serving as group publisher at SourceMedia.
by PW Staff
Jeff Fuhrman has joined the firm as chief operating and financial officer.
by PW Staff
Ryan Lange has joined the firm in Sioux Falls, S.D.
by PW Staff
Christopher Brantley has joined the firm in Mississippi.
by PW Staff
Michael Dawson, Stephan Farber and Stephen Cordill have joined the firm in Houston.
by PW Staff
Carlo Gozzi has joined the firm in Chicago.
by PW Staff
Robert Pick has been hired as senior director for business development in the firm’s new Palm Beach Gardens, Fla., office.
by PW Staff
Eric Matheson has joined the firm in the New York Tri-State Region
by PW Staff
Joe Calabrese has been named CEO of Geller Family Office Services LLC.
by PW Staff
Leslie Billet will advise institutional and high-net-worth clients.
by PW Staff
Frank DeBlasi has joined the firm in Phoenix.
by PW Staff
Russ Bucklew, Ken Garrett, Maureen Rzeppa and Dave Westra have been named partners of the Phoenix-based investment advisor.
by PW Staff
Joseph Fernandez and Lisa Simington will fill their new positions in Florida.
by PW Staff
Greg Mech has joined the firm as managing director of its new California office.
by PW Staff
Five advisors have joined the firm in Dallas and San Francisco.
by PW Staff
Don Quattrucci returns to the firm to lead its sales force expansion.
by PW Staff
Alex Kramer has joined the firm in Milwaukee.
