Tag : wealth services

Taxation, Financial Planning & Corporate Strategy

Oregon Pacific Bank Names David Rice EVP and Director of Wealth Mgmt

Business Wire
Oregon Pacific Bank today announced that David Rice has joined the Bank as EVP, Director of Trust & Wealth Management, where he will oversee the...
Mergers, Acquisitions & Market Dynamics

EdgeCo Acquires Axios Advisory, Joins AmericanTCS Unit

Business Wire
The acquisition continues the national expansion of AmericanTCS’s administration, recordkeeping and wealth services with the addition of Axios Advisory Group’s administrative, recordkeeping and wealth services. EdgeCo Holdings...