Wealth management

RWA Wealth Partners Announces Michelle Knight as Chief Executive Officer

Retrieved on: 
Lunedì, Giugno 3, 2024
Consulting, Asset Management, Professional Services, Finance, Summit Partners, RWA, Wealth management, Heart, Knight

RWA Wealth Partners, a leading independent fiduciary responsible for $15 billion in client assets, today announced the promotion of Michelle Knight as the firm’s Chief Executive Officer.

Key Points: 
  • RWA Wealth Partners, a leading independent fiduciary responsible for $15 billion in client assets, today announced the promotion of Michelle Knight as the firm’s Chief Executive Officer.
  • Most recently, Knight served as RWA Wealth’s President following the merger of Adviser Investments and Ropes Wealth Advisors.
  • “RWA Wealth exists to serve clients with the highest standard of fiduciary care, and during her distinguished career in wealth management, Michelle has done just that.
  • “I am proud to lead the RWA Wealth Partners team as we continue to pursue this mission.”
    In conjunction with Knight’s appointment as CEO, RWA Wealth Partners has also elevated several senior leaders to executive roles, completing the leadership integration of the firms: Kristin Fazio, Chief Compliance Officer; Joseph “JP” Powers, Chief Investment Officer; Steve Reder, Managing Director of Wealth Management; Carlos Sotero, Chief Technology Officer; and Venkat Patla, Chief Marketing Officer.

Three UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Recognized by Barron’s

Retrieved on: 
Mercoledì, Maggio 29, 2024
Professional Services, Finance, Consulting, Asset Management, Banking, Personal Finance, Employee Stock Ownership Plan, UBS, Wealth, Capital, Wealth management, Financial services

UBS Private Wealth Management today announced that three advisor teams in the firm’s Philadelphia D.C. market have recently been recognized by Barron’s on several industry recognition lists for 2024.

Key Points: 
  • UBS Private Wealth Management today announced that three advisor teams in the firm’s Philadelphia D.C. market have recently been recognized by Barron’s on several industry recognition lists for 2024.
  • UBS Advisor teams Wickham Cash Partners, LongBernsteinGunderson Wealth Management, and The Capital ESOP Group have been named to the Barron’s Top 250 Private Wealth Management Teams list for 2024.
  • “It is extremely gratifying to see these advisor teams honored with this highly regarded industry recognition,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management.
  • LongBernsteinGunderson Wealth Management is led by Private Wealth Advisors Brad Bernstein, Louise Gunderson and Ryan Long.

LPL Financial Welcomes Auctus Legacy Private Wealth Management

Retrieved on: 
Martedì, Maggio 21, 2024
Auctus, Risk, Investment, LPL, SAN, Senior, Wealth management, Wood, Business development, Merrill (company), Freedom, Family, Financial adviser

SAN DIEGO, May 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alain Verhille, CFP®, CPFA®, and James S. Wood have joined LPL Financial’s high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch Auctus Legacy Private Wealth Management.

Key Points: 
  • SAN DIEGO, May 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alain Verhille, CFP®, CPFA®, and James S. Wood have joined LPL Financial’s high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch Auctus Legacy Private Wealth Management.
  • Based in Oklahoma City, Okla., Senior Vice President, Wealth Management Advisor Verhille and Managing Director, Wealth Management Advisor Wood are longtime business partners with more than 50 years of collective industry experience.
  • LPL Private Wealth advisors enjoy the benefits of industry-leading payouts, client ownership and business autonomy while gaining access to enhanced service, expanded capabilities and an exclusive high-net-worth advisor community.
  • We look forward to fostering a long-lasting relationship with Auctus Legacy Private Wealth Management.”

Northern Trust Leaders to Participate in Morgan Stanley 2024 U.S. Financials, Payments & CRE Conference on June 11th

Retrieved on: 
Mercoledì, Maggio 22, 2024
Banking, Asset Management, Professional Services, Finance, Wealth management, Payment, Northern Trust, Morgan Stanley, Conference

Northern Trust Corporation announced today that Chief Financial Officer Jason Tyler and Wealth Management President Steven L. Fradkin will participate in the Morgan Stanley 2024 U.S. Financials, Payments & Commercial Real Estate Conference in New York City on Tuesday, June 11th, 2024, at 4:00 p.m. (ET).

Key Points: 
  • Northern Trust Corporation announced today that Chief Financial Officer Jason Tyler and Wealth Management President Steven L. Fradkin will participate in the Morgan Stanley 2024 U.S. Financials, Payments & Commercial Real Estate Conference in New York City on Tuesday, June 11th, 2024, at 4:00 p.m. (ET).
  • A live webcast of the event may be accessed via Northern Trust's website ( www.northerntrust.com ) in the investor relations section.
  • A replay will be available for approximately four weeks after the session date.

WSFS Strengthens Executive Leadership Team to Support Next Phase of Growth

Retrieved on: 
Martedì, Maggio 21, 2024
Banking, Professional Services, Finance, Communication, Accounting, Art, Marketing, CFO, Rutgers University, McKinsey & Company, Bačci, Commercial, Engineering, Consumer, WSFS Bank, Citigroup, General Electric, Columbia Business School, Growth, Treasury, Culture, Columbia University, Materials science, Materials Science and Engineering, Wealth management, Executive, Capital punishment, WSFS, Management

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, announced today that David Burg will join the Company as Executive Vice President, Chief Financial Officer on August 15, 2024.

Key Points: 
  • WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, announced today that David Burg will join the Company as Executive Vice President, Chief Financial Officer on August 15, 2024.
  • Prior to joining WSFS, Burg held several senior leadership positions during his nearly 17 years at Citigroup.
  • WSFS also announced that Arthur J. Bacci will assume the role of Executive Vice President, Chief Operating Officer, coincidental with the appointment of Burg as CFO.
  • Bacci joined WSFS in April 2018 as Executive Vice President, Chief Wealth Officer.

Lisa Detanna Named to Barron’s 2024 List of Top 100 Financial Advisors

Retrieved on: 
Lunedì, Maggio 20, 2024
Finance, Consulting, Banking, Professional Services, Asset Management, Adviser, Education, Investment, Raymond James Financial, Rock, Pension, Dow Jones & Company, Wealth, RIAC, Human, Wealth management, Financial adviser

Beverly Hills, CA 90212, was among the Raymond James-affiliated advisors named to Barron’s list of Top 100 Financial Advisors .

Key Points: 
  • Beverly Hills, CA 90212, was among the Raymond James-affiliated advisors named to Barron’s list of Top 100 Financial Advisors .
  • The list, which recognizes top advisors across the country, was released online May 10, 2024.
  • The rankings are based on data provided by 1,160 individual advisors and their firms and include qualitative and quantitative criteria.
  • Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each.

Citizens Builds on Growing Presence in Florida, Announces First Market President

Retrieved on: 
Mercoledì, Maggio 15, 2024
Banking, Asset Management, Professional Services, Finance, Fifth Third Bank, Busey Bank, Commercial, Capital market, Wealth management, CFG, Private banking, Citizens Financial Group

Citizens Financial Group, Inc. (NYSE: CFG) today announced that Jim Weiss has joined Citizens as Florida market president to bring additional local focus and expertise as Citizens continues to grow its presence in Florida.

Key Points: 
  • Citizens Financial Group, Inc. (NYSE: CFG) today announced that Jim Weiss has joined Citizens as Florida market president to bring additional local focus and expertise as Citizens continues to grow its presence in Florida.
  • Prior to that, he had a 16-year career at Fifth Third Bank, most notably leading the Commercial business across the state.
  • This latest move follows the opening of Citizens’ first Private Bank office in Palm Beach earlier this year.
  • The Citizens approach puts clients first by offering great ideas combined with thorough market knowledge and excellent execution, to help our clients enhance their business and reach their potential.

Community Bank System, Inc. Changes Corporate Name to Community Financial System, Inc.

Retrieved on: 
Mercoledì, Maggio 15, 2024
Banking, Professional Services, Finance, Insurance, Community, Community Bank, N.A., Wealth management, BPAS, NAPA, Community Bank, Web Cartoonists' Choice Awards, CBU, National Association

Community Bank System, Inc. (NYSE: CBU) (the “Company”), a diversified financial services holding company operating four complementary business units: Community Bank N.A., Benefit Plan Administrative Services, Inc. (“BPAS”), OneGroup NY, Inc. (“OneGroup”), and Wealth Management, announced that it has changed its corporate name to “Community Financial System, Inc.” (“Community Financial System”) effective as of today.

Key Points: 
  • Community Bank System, Inc. (NYSE: CBU) (the “Company”), a diversified financial services holding company operating four complementary business units: Community Bank N.A., Benefit Plan Administrative Services, Inc. (“BPAS”), OneGroup NY, Inc. (“OneGroup”), and Wealth Management, announced that it has changed its corporate name to “Community Financial System, Inc.” (“Community Financial System”) effective as of today.
  • The Company’s ticker symbol will not change and its common stock will start trading on the New York Stock Exchange as Community Financial System, Inc. on May 24, 2024.
  • “The new name – Community Financial System – allows us to emphasize the evolution of our capabilities, solutions and focus,” said Dimitar A. Karaivanov, President and CEO of the Company.
  • Bringing all of that under the new name, Community Financial System, underscores our mission and drives our inclusiveness as one company.”

Jim Moore Joins Wedbush Securities as Vice President, Investments

Retrieved on: 
Martedì, Maggio 14, 2024
Banking, Asset Management, Professional Services, Finance, Security (finance), Wealth management, Merrill (company), Chicago Board Options Exchange, Multimedia, EVP

Wedbush Securities , a prominent diversified independent financial services provider, announces the hire of Jim Moore as Vice President, Investments.

Key Points: 
  • Wedbush Securities , a prominent diversified independent financial services provider, announces the hire of Jim Moore as Vice President, Investments.
  • Moore will report out of the firm’s budding Dallas, TX office with plans to expand its growing influence in the area.
  • View the full release here: https://www.businesswire.com/news/home/20240514931515/en/
    Joining Wedbush from Merrill Lynch, Moore brings with him over 30 years of experience in the industry.
  • “Having spent time on the trading floor of Downtown Chicago, I knew of Wedbush as the prime boutique firm to work with,” states Moore.

William Blair Expands Private Wealth Management Team in Philadelphia With Three Veteran Advisors

Retrieved on: 
Lunedì, Maggio 13, 2024
Other Professional Services, Legal, Insurance, Socially Responsible Investing, Finance, Small Business, Banking, Accounting, Professional Services, Philanthropy, Asset Management, Fund Raising, Personal Finance, Foundation, Other Philanthropy, Organization, Wealth, Culture, Wealth management, Merrill (company), Financial adviser

William Blair , the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the expansion of the firm’s Private Wealth Management presence in Philadelphia with the addition of Fernberger Wealth Management.

Key Points: 
  • William Blair , the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the expansion of the firm’s Private Wealth Management presence in Philadelphia with the addition of Fernberger Wealth Management.
  • The team is led by managing director, wealth advisor James Fernberger , and includes Alex Fernberger and Zach Fernberger , also joining as managing directors, wealth advisors.
  • “The addition of Jim, Alex, and Zach continues our growth trajectory with a multigenerational team of veteran advisors,” said Ryan DeVore , head of Private Wealth Management at William Blair.
  • “We are thrilled to join Private Wealth Management at William Blair, a respected firm that combines a comprehensive, independent, and growth-minded platform with the hands-on approach and culture of a boutique,” the Fernbergers said in a joint statement.