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MG Partners Private Wealth launches with support from LPL Strategic Wealth Services

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木曜日, 4月 4, 2024

Freedom, Culture, CFO, SW, SAN, HNW, Business development, Entrepreneurship, LPL, American Dream, CTFA, System, Family, Geoghegan, Financial adviser

SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .

Key Points:

SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
They reported having served approximately $435 million in advisory, brokerage and retirement plan assets* and join LPL from Truist.
Based in Hickory, N.C., the advisors have worked together for nearly two decades to provide sophisticated investment and planning services with a personalized touch.
We look forward to a long-lasting relationship with MG Partners Private Wealth and wish them great success.”

37 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list

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火曜日, 2月 13, 2024

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TAMPA, Fla., Feb. 13, 2024 /PRNewswire/ -- UBS Wealth Management USA announced today that 37 financial advisor teams in Florida have been named to the Forbes Best-In-State Wealth Management Teams list for 2024.

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TAMPA, Fla., Feb. 13, 2024 /PRNewswire/ -- UBS Wealth Management USA announced today that 37 financial advisor teams in Florida have been named to the Forbes Best-In-State Wealth Management Teams list for 2024.
The UBS wealth management teams named to the list in Florida include:
Constellation Wealth Management : Nick Sadowsky, CPM®; Hank Boyce, CFA®; Worth Boyce, CFP®; Missy Fierman.
CFP®.
The Forbes/SHOOK Best-In-State Wealth Management Teams list for 2024 is composed of more than 4,100 teams that collectively manage approximately $5.1 trillion in client assets.

Brogna joins FTNE as VP and Trust Officer

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火曜日, 1月 9, 2024

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Fiduciary Trust of New England (FTNE), a New Hampshire-chartered trust company serving individuals, financial advisors, and nonprofits, has recently welcomed Antonietta (Toni) Brogna, CTFA to the firm as Vice President and Trust Officer.

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Fiduciary Trust of New England (FTNE), a New Hampshire-chartered trust company serving individuals, financial advisors, and nonprofits, has recently welcomed Antonietta (Toni) Brogna, CTFA to the firm as Vice President and Trust Officer.
Brogna is based in FTNE’s Manchester, N.H. office, and reports to Fiduciary Trust of New England’s President & CEO Michael Costa, CFA .
View the full release here: https://www.businesswire.com/news/home/20240105356321/en/
Antonietta (Toni) Brogna, VP and Trust Officer at Fiduciary Trust of New England (Photo: Business Wire)
Brogna joins Fiduciary Trust from Goulston & Storrs, where she served as Director of Trust Administration for three years.
Prior to this role, she served as Director of Trust & Estate Services at Fletcher Tilton and as a Trust Advisor at Choate Hall & Stewart in Boston.

Fiduciary Trust International Welcomes Matthew W. McKean as Wealth Director in Boca Raton Office

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水曜日, 1月 3, 2024

Asset Management, Professional Services, Finance, Bank, ACTM, Trust, Merrill (company), Strategic planning, Head, Financial adviser, Franklin Templeton Investments, BofA Securities, Villanova University, Fiduciary Trust Company International, Advisory Council, American College, Fiduciary trust, CTFA

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Matt McKean has joined the firm as a wealth director based in its Boca Raton office.

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Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Matt McKean has joined the firm as a wealth director based in its Boca Raton office.
In this position, he provided strategic guidance to families, individuals, and principals, overseeing the comprehensive management of their wealth.
“In wealth management, every client relationship is built on trust – without which there is no relationship,” said Gene Todd, president and head of regional markets at Fiduciary Trust International.
“I'm honored to join Fiduciary Trust International as we look to serve the growing influx of newcomers to South Florida,” said Mr. McKean.

Northern Trust Strengthens Foundation & Institutional Advisors Practice in the Mid-Atlantic

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火曜日, 10月 31, 2023

Northern Trust announced today that Karen Wawrzaszek has joined the Foundation & Institutional Advisors (FIA) practice as a Senior Vice President and Regional Director in Washington, D.C., where she will support efforts to grow and serve the firm’s foundation, endowment and nonprofit clients in the Mid-Atlantic region.

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Northern Trust announced today that Karen Wawrzaszek has joined the Foundation & Institutional Advisors (FIA) practice as a Senior Vice President and Regional Director in Washington, D.C., where she will support efforts to grow and serve the firm’s foundation, endowment and nonprofit clients in the Mid-Atlantic region.
Northern Trust’s Foundation & Institutional Advisors (FIA) group serves nonprofit organizations through sophisticated investment management solutions, strategic insights and world-class resources.
More information about Northern Trust Foundation and Institutional Advisors can be found at www.northerntrust.com/FIA .
Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses.

Pitcairn Names New Head of Wealth Management

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水曜日, 10月 11, 2023

Wealth management, Family office, Strategic leadership, Certified Financial Planner, University, Equity, BA, FFI, Ultra, Diversity, CTFA, National Association of Personal Financial Advisors, Financial adviser, Certification, Ursinus College, Villanova University, Management, Economics

JENKINTOWN, Pa., Oct. 11, 2023 /PRNewswire/ -- Pitcairn, a true family office celebrating a full century of serving ultra-high-net-worth families, is pleased to announce the promotion of two key executives. Effective immediately, J. Matthew McCarte, CFP®, CTFA, will now oversee all relationship management teams at the firm in the role of Managing Director, Head of Wealth Management. Reporting directly to Matt will be Managing Director Karen Carlson, CFP®, who will assume the role of leading the Ultra-High-Net-Worth Relationship Management team. Their promotions come on the heels of Pitcairn's recently announced leadership transition as Andrew L. Busser, currently President, Family Office will assume the role of CEO from Leslie Voth who continues as Chairman.

Key Points:

Effective immediately, J. Matthew McCarte, CFP®, CTFA, will now oversee all relationship management teams at the firm in the role of Managing Director, Head of Wealth Management.
Reporting directly to Matt will be Managing Director Karen Carlson, CFP®, who will assume the role of leading the Ultra-High-Net-Worth Relationship Management team.
He is a member of Pitcairn's Investment Strategy Committee, the Strategic Leadership and Family Office Leadership Councils, and has over 25 years of wealth management experience.
As a Managing Director and Relationship Manager, Karen, who has been with Pitcairn for 13 years, advises multi-generational families.

Gryphon Financial Partners Welcomes the Northwest Ohio Group from PNC

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火曜日, 9月 12, 2023

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TOLEDO, Ohio, Sept. 12, 2023 /PRNewswire/ -- Gryphon Financial Partners is pleased to announce that Callie Jacoby, CFP®, Robert Swansboro, CFP®, Jennifer Poirier, JD, CFP®, CEPA, CTFA, Kristen Nicholson, CTFA, and Ebony Harris have joined Gryphon Financial Partners in Toledo, Ohio.

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– Callie Jacoby, CFP®
TOLEDO, Ohio, Sept. 12, 2023 /PRNewswire/ -- Gryphon Financial Partners is pleased to announce that Callie Jacoby, CFP®, Robert Swansboro, CFP®, Jennifer Poirier, JD, CFP®, CEPA, CTFA, Kristen Nicholson, CTFA, and Ebony Harris have joined Gryphon Financial Partners in Toledo, Ohio.
The GFP Wealth Management – Northwest Ohio Group is a highly credentialed advisory team with over 100 years of experience in the financial services industry deeply committed to their community.
Callie Jacoby states, "Individually, we interviewed over fifteen different, potential firms, and we each found Gryphon.
We are committed to supporting them with our capabilities and resources to help their practice grow and thrive in the Northwest Ohio market."

$4.5 Billion Private Banking Team Chooses Independence with Fidelis Capital to Solve Complex Issues for UHNW Clients

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火曜日, 9月 5, 2023

TAMPA, Fla., Sept. 5, 2023 /PRNewswire/ -- Fidelis Capital, an advisor-owned wealth management firm that provides a superior private banking experience, announces that one of the largest wealth management teams in the Mid-Atlantic region formerly with Bank of America Private Bank has joined the independent firm as partners. The team, which advises on more than $4.5 billion in client assets, was frustrated by the constant turnover and inability to provide solutions that they believed their clients deserved at the bank.

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"Fidelis Capital operates as an outsourced family office, which will provide tremendous value and support as we strive to help clients navigate financial complexity in their lives," said Christopher F. Tate, J.D., Partner, Wealth Strategist, Fidelis Capital.
Christopher Tate most recently served as Wealth Strategies Advisor, Senior Vice President at Bank of America Private Bank.
"As the founders of Fidelis Capital did, this team is making the transition to independence in search of an environment more amenable to the complex, ultra-high-net-worth wealth planning that their clients need."
As changes in the private banking world continue, Fidelis Capital remains at the forefront of change and will be positioned as the face of how the industry is evolving.

McBeath Financial Group Strengthens Bloomington-Normal Team with Addition of Two CERTIFIED FINANCIAL PLANNER™ Professionals

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水曜日, 8月 23, 2023

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NORMAL, Ill., Aug. 23, 2023 /PRNewswire/ -- Announced by founder Krista McBeath, McBeath Financial Group, renowned for delivering concierge-level financial planning services, is solidifying its commitment to top-tier financial guidance with the recent addition of two CERTIFIED FINANCIAL PLANNER™ professionals to its Bloomington-Normal team.

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NORMAL, Ill., Aug. 23, 2023 /PRNewswire/ -- Announced by founder Krista McBeath, McBeath Financial Group, renowned for delivering concierge-level financial planning services, is solidifying its commitment to top-tier financial guidance with the recent addition of two CERTIFIED FINANCIAL PLANNER™ professionals to its Bloomington-Normal team.
While Julie Karstens has freshly achieved her CERTIFIED FINANCIAL PLANNER™ certification, Zack Brewer entered the team already possessing this respected designation.
Julie Karstens, a cornerstone to McBeath Financial Group with her leadership, work ethic, and remarkable financial planning and tax planning skills over the past two years, recently achieved her CERTIFIED FINANCIAL PLANNER™ certification.
"These new team members epitomize the level of excellence we strive to offer our clients," commented Krista McBeath, founder of McBeath Financial Group.

Kelly Johnston returns to Mechanics Bank to lead Wealth Management unit

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水曜日, 7月 19, 2023

Banking, Professional Services, Asset Management, Human, Financial adviser, CWS, Texas A&M University, Wealth management, Trust, MBA, Multimedia, MCHB, Business administration, CTFA, Mechanics Bank, First Republic Bank, Mechanics, Management

Mechanics Bank (OTCEM:MCHB) has appointed Kelly Johnston as executive vice president and director of wealth management.

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Mechanics Bank (OTCEM:MCHB) has appointed Kelly Johnston as executive vice president and director of wealth management.
Before returning to Mechanics Bank, Johnston held leadership roles for nine years at First Republic Bank, where she most recently was president of First Republic Trust Company and executive vice president of Private Wealth Management.
She began her career at Mechanics Bank in December 2008, overseeing numerous wealth management and trust services for approximately 14 years.
“Kelly’s accomplished career began at Mechanics Bank and it is wonderful to welcome her back,” said Tony Kallingal, Chief Banking Officer for Mechanics Bank.