-
At an average age of 37, the top-producing brokers operate in 18 different states, plus the District of Columbia and Guam.
February 1 -
The firm’s aggressive hiring streak continues with the onboarding of several wirehouse advisors.
January 14 -
The firm’s new business highlights the beginnings of a shift in the custody marketplace due to a series of consolidations.
December 10 -
Nate Angelo will be responsible for 137 advisors who manage roughly $20 billion in assets.
December 4 -
The former wirehouse advisors specialize in financial strategies for high-net-worth clients, families and businesses.
October 28 -
The advisors are reuniting with a former Smith Barney colleague in one of the firm’s largest hires of the year.
October 16 -
The multigenerational group includes a grandfather, father and son.
October 5 -
The new recruits came at the expense of Merrill Lynch, UBS and Wells Fargo.
September 30 -
The firm expands on both coasts with Glasband Stempel Wealth Management in Florida and Carol Wilshire in California.
September 4 -
“The strategy was really tied to choosing the right partners who we knew had a greater likelihood of integrating well together,” says Amit Sahasrabudhe, COO of the firm’s U.S. wealth management business.
August 28