Category : Financial Advisory & Services

Financial Advisory & Services

Integrated Partners Elevates Matt Ackermann to Chief Brand Officer

Business Wire
by Business Wire0293
Seasoned media and brand expert will continue to champion the firm’s brand identity and drive national growth strategy Integrated Partners (“Integrated”), a national financial planning and...
Financial Advisory & Services

SignatureFD Appoints M&A Expert Peter Nesvold to Board

Business Wire
by Business Wire0196
Prominent Corporate Strategist to Help Empower SignatureFD’s Next Chapter of Scalable Growth SignatureFD, an award-winning integrated wealth management and advisory firm dedicated to helping clients...
Financial Advisory & Services

Prime Capital Financial Aligns with Sugarloaf Wealth Management

Business Wire
by Business Wire0196
Partnership with $1B Georgia firm signals expansion into the Southeast Prime Capital Financial has partnered with Sugarloaf Wealth Management (Sugarloaf), a full-service firm headquartered in...
Financial Advisory & Services

Peter Crawford, Former CFO of Charles Schwab, Joins Focus Financial Board

Business Wire
by Business Wire0364
Focus Financial Partners Inc., an interdependent network of wealth management, business management, and related financial services firms, today announced the appointment of Peter Crawford, former Chief...
Financial Advisory & Services

Northern Trust Expands Global Quantitative Investment Team

Business Wire
by Business Wire0174
Series of Appointments to Enhance Quant Capabilities and Accelerate Innovation Northern Trust Asset Management (NTAM), a leading global investment management firm with US$1.3 trillion in...
Financial Advisory & Services

Certuity Names Mariia Eroshin, CFA, CPA, CFP®, MBA as Partner

Business Wire
by Business Wire0132
Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner. Ms. Eroshin has...
Financial Advisory & Services

Hilco Global announces two key business development appointments

PR Newswire
by PR Newswire0212
Hilco Global, a leading international financial services company specializing in valuation, monetization, and advisory solutions, announces two key business development appointments. Kyle Murphy has been named Head...