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Three of the quartet join the South Dakota office, while the fourth is in Washington state.July 23
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Unexpected tailwinds from the global pandemic have made recruitment more efficient and have highlighted advisor-client bonds.July 22
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Mike Santomassimo is succeeding John Shrewsberry, who has held the role for the past six years.July 21
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The group had been at their previous firm for 14 years.July 20
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The new hire joins a fast-growing complex in Northern California.July 20
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The advisors are based in Florida, while the new executive will oversee the New York tri-state area.July 13
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Advisor Antoine Souma, who leads the group, had been with the wirehouse for just four years.July 9
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They left Merrill Lynch and Wells Fargo to join their new firm.July 9
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The leaders Bowersock Capital Partners were academia-bound before discovering wealth management was their true calling.July 7
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Some of the defecting advisors had been long-time advisors at their former wirehouse before making the move.July 7
