08/17/2021
Frank Ackerman, Susan Kim, CFA® and Jason Fay join the rapidly growing wealth management firm that focuses on the needs of ultra-high-net-worth clients
08/16/2021
Frank Ackerman, Susan Kim, CFA® and Jason Fay join the rapidly growing wealth management firm that focuses on the needs of ultra-high-net-worth clients
08/13/2021
“My work has always been about relationships, with my family, important colleagues, and that is why I am delighted my son Jeffrey and I will be joining the Insigneo family along with our good friend and colleague Juan A. González,”
08/13/2021
Prior to being named CEO in September, Christian Kromann has served the past two years as Chief Operating Officer bringing extensive international experience, including North American focus, executional strength, and commercial insight from within the ind