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F-Squared Investments, an investment firm and RIA, has named industry veteran Mark Marinella, a former executive vice president and Global CIO of State Street Global Advisors, as its new head of investments.
February 15 -
Viteos, known predominantly as a fund administrator and operations support provider for hedge funds, has expanded its operations, accounting and reporting services to family office RIA firms.
February 14 -
Bennett Gross was previously director of wealth management for Pacific Wealth Advisors.
February 14 -
Former Morgan Stanley senior executive, advisor joins Beverly Hills Wealth Management as new senior vice president.
February 13 -
Raymond James is being more diligent about highlighting its RIA business as an attractive place for the industrys best advisors.
February 13 -
Twenty-five-year financial planning veteran Bruce Laning will oversee individual and corporate retirement accounts at Baker Tilly Investment Advisors.
February 10 -
Independent wealth management firm Gresham Partners hopes that Bonaguidis experience and contacts within the company will enhance their wealth planning strategies.
February 10 -
Patrick Goshtigian takes the helm as the firm continues an expansion that began in 2005, via core operations and acquisitions.
February 9 -
The newly created firms target net-worth range is broad enough to allow Angeles Wealth Management to allocate clients money in a wide range of asset classes.
February 8 -
Independent broker-dealer and RIA Lincoln Investment Planning has agreed to buy broker-dealer and RIA Capital Analysts from Western & Southern Financial Group, the firms announced. The deal, terms of which were not disclosed, is expected to close in the second quarter of this year.
February 8
