07/09/2012
Advisers Scott Christie and John Aitchison joined Concert Wealth from The Planning Group, a Scottsdale, Arizona-based wealth management firm. Aitchison was a vice president at The Planning Group, while Christie was a senior planning consultant.
07/09/2012
Hull, joined by his brother Patrick Hull and four others, left Morgan Stanley Smith Barney in late June to open Bluepoint Investment Counsel LLC, an independent firm based in Madison, Wisconsin.
07/09/2012
Alastair Cairns will replace Bourgeois as head of Americas for the Swiss bank’s money management group and Charles Shaffer is taking over Bourgeois’s role as head of distribution, said Suzanne Fleming, a spokeswoman for Credit Suisse Asset Man
07/05/2012
He leads an initial team of nine professionals responsible for providing ultra high net worth clients with investment management, private banking, wealth impact planning, financial administration, and an exceptional client experience in the Cincinnati are
07/04/2012
EVIC provides investment counsel services and custom wealth management solutions to high-net-worth individuals and families, trusts, charitable organizations and institutions.
07/02/2012
Mr. Molnar and Mr. Nordlicht join the HighTower partnership as Managing Directors and Partners, and collectively manage more than $330 million for corporate executives, entrepreneurs, venture capital firms and high-net-worth families.
07/02/2012
EVIC provides investment counsel services and custom wealth management solutions to high-net-worth individuals and families, trusts, charitable organizations and institutions.