05/02/2024
With a decades-long track record in the wealth management sector, Brian Hughes, formerly CEO of Hughes Growth Strategy and co-Founder of Touchpoint Growth Strategies, brings a wealth of experience to his new role.
05/01/2024
Toth, who has been registered for seven years in the investment advisory industry, noted the firm’s commitment to guiding clients towards their financial goals with personalized solutions.
04/27/2024
He joins Alpha Capital Family Offices from Northern Trust, where he served for over a decade as a senior portfolio manager, overseeing $500+ million in assets for UHNW investors.
04/23/2024
Previously, he held group CFO roles with Wells Fargo & Company, and Citigroup in the United States and abroad.
04/23/2024
Clayton Ortloff, an advisor out of Midland, Texas, will join the independent broker/dealer’s model for advisors looking for more autonomy while buttressed by back office support.
04/23/2024
In addition to driving client solutions, Lombardo will focus on driving initiatives to automate workflow and provide the technology, analytics and support needed to provide white-glove service to the fast-paced real estate business.