03/14/2025
Edward Troy Joins Whittier Trust as Senior Vice President
Bringing 13 Years of Wealth Management Expertise, Edward Troy Will Continue to Enhance the Firm's Legacy of Personalized Wealth Management
People Moves
03/14/2025
Karmel Capital Appoints Former JPMorgan Executive Director to Partner
Antolin brings a distinguished career of leadership and expertise, including his role as Global Investment Specialist, Executive Director at JPMorgan Private Bank
03/13/2025
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones.
03/12/2025
Patricia Van Kirk joins Seventy2 Capital Wealth Management as Senior Vice President & Financial Advisor
She provides personalized planning-based services and investment advisory solutions for addressing the full life cycle of a family’s wealth management needs.
03/12/2025
Forbes Names Mesirow Wealth Advisor Jennifer Rosenblum, CFA as 2025 Top Women Wealth Advisors Best-in-State
Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.
03/12/2025
Park Avenue Securities and National Financial Network welcome Brian Falconer and colleagues from Wealth Management Resource Group
National Financial Network expands its footprint in the Northeast and enhances its joint commitment with Park Avenue Securities to client financial well-being.
03/12/2025
Citizens Continues Private Wealth Expansion with Addition of Advisor Team in Southern California
Reddaway and his team specialize in customized wealth management solutions for high-net-worth and ultra-high-net-worth individuals, families and businesses.
03/12/2025
Gresham Partners Recognizes Excellence with Three Promotions
Their leadership, insight, and passion for excellence have made a lasting impact, and we have every confidence that they will continue to elevate the level of service and strategic guidance we provide.
03/10/2025
Timothy Stansbury Joins Orion Wealth Management LLC
Tims primary objective is safeguarding his clients' assets, mitigating risk while leveraging his 15 years of experience.
03/10/2025
IEQ Capital Appoints Jennifer Kowal As Senior Income Tax Strategist
Ms. Kowal will collaborate with clients and advisory teams to provide sophisticated income tax planning strategies
03/10/2025
FNEX Appoints Bobby Dalzell as President of FNEX Wealth
FNEX Wealth enables advisors to strengthen client relationships and provide institutional-caliber family office services.
03/07/2025
Sarah Mouser Joins Verdence Capital Advisors as Managing Director of Financial Planning
Mouser will manage the continued growth and development of Verdence’s financial planning services
03/07/2025
Avantax Welcomes Multi-Generational Firm Brazzel Wealth Management, With Approximately $80 Million in Assets Under Administration
Brazzel transferred to Avantax from Allstate Financial Services, LLC
03/06/2025
Financial Gravity Welcomes New Family Office Directors Lauren Fischer and Dave Fischer
Lauren and Dave are co-founders of Team Fischer Financial.
03/06/2025
LPL Welcomes Shorepoint Wealth Management
He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.
03/06/2025
Ares builds up wealth team with Fidante poach
The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his wealth management team.
03/06/2025
US-based FinWise Bank promotes president to CEO
Noone holds specific experience in the lending sector
03/06/2025
Peapack Private Bank & Trust Welcomes Zachary Bermudez
He was promoted through the ranks of underwriting, origination, and relationship management to acting department deputy, assisting in the maintenance of a $33+ billion CRE loan portfolio
03/05/2025
Evercore Wealth Management Promotes Paulo Coelho, Neza Gallitano and Alex Lyden to Partner
Mr. Coelho works with families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.
03/05/2025
Citi’s UK Private Bank Head Knowland to Depart After 20 Years
Knowland, who joined the New York-based firm in 2005, was most recently regional head of Citigroup’s private bank for areas including the UK and British crown dependency of Jersey.