Four Staff Hired for Fieldpoint
The RIA and private bank
landed people from B of A, BB&T, Fifth Third and M&T Bank.
private wealth
Corporate Success Director Leaves Technology Startup
Amber McLeod has exited
Crypto asset to RIA business Onramp Invest.
MassMutual Buys Into RIA Investor Kudu
New
York-headquartered Kudu has raised $800 million after opening in 2018
Matt Fleissig Named CEO of Pathstone
The $35 billion investment advisor also named Kelly Margeni president.
Cresset Asset Management Merges with Meristem Family Wealth
Combination creates $27B multi-family office.
Pathstone Is in the Direct Lending Business
The
$35 billion multi-family office bought Advisor Partners for an undisclosed
amount.
Axos Hires RIA Pro from Goldman Sachs
Chicago
native Gino DeRango will develop and lead client acquisition.
NewEdge Names First CIO
The Connecticut startup awarded CFA Cameron Dawson its inaugural C-suite position.
CCO, Corporate Strategist Join Phoenix Private Wealth Manager
Iryna
Northrip and Dimple Shah tapped to lead $475B Advisor Group.
Apollo to Roll Out HNW Retail Business Next Year
CEO Marc Rowan
explained the new business model during Milken Institute Global Conference.