BUENA VISTA, Colo. /CitizenWire/ — Financial Advisor Jonathan Mintle of the financial services firm Edward Jones in Buena Vista, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).
KOKOMO, Ind. /CitizenWire/ — CFD Companies, home to a fully independent Broker/Dealer and RIA, announced that they continued to enjoy growth in the second and third quarters of 2024. Multiple financial professionals moved their affiliations from competitors to the CFD Companies during the last two quarters, bringing over an additional $300 million in assets under […]
DALLAS, Texas /CitizenWire/ — Eagle Ventures, through its Eagle Freedom Fund, a leading impact investment vehicle focused on combating human trafficking, is pleased to announce its strategic partnership with Keel Point, a national private wealth management, family office services, and institutional asset management firm. Keel Point will serve as a Sub-Advisor to the Eagle Freedom […]
DALLAS, Texas, Sept. 23, 2024 (SEND2PRESS NEWSWIRE) — Eagle Ventures, through its Eagle Freedom Fund, a leading impact investment vehicle focused on combating human trafficking, is pleased to announce its strategic partnership with Keel Point, a national private wealth management, family office services, and institutional asset management firm. Keel Point will serve as a Sub-Advisor […]
NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors) is proud to announce that it has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2024. “We are honored to receive this recognition,” said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. “This accomplishment is a team effort that would […]
NEW YORK, N.Y., Sept. 19, 2024 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is proud to announce that it has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2024. “We are honored to receive this recognition,” said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. “This accomplishment is a […]
NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director. Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized wealth planning, Andrew will […]
HUNTSVILLE, Ala. /CitizenWire/ — Keel Point, LLC (“Keel Point”) is pleased to announce the appointment of Joe Moore to Chief Wealth Officer of the firm’s Family Office business. Joe joined Keel Point in 2011 and was formerly a Senior Family Wealth Director with Keel Point Family Office. He takes over from Douglas Andre who will […]
WEST DES MOINES, Iowa /CitizenWire/ — On March 27, 2024, Foster Group received recognition as a 2024 Gallup Exceptional Workplace Award winner. This is the seventh time Foster Group has received this award, placing them among eleven other companies to achieve this distinction. The award recognizes organizations that have created and remain dedicated to a […]
COLORADO SPRINGS, Colo. /CitizenWire/ — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).
COLORADO SPRINGS, Colo. /CitizenWire/ — Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.
PHILADELPHIA, Pa. /CitizenWire/ — Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, is excited to announce that HilltopSecurities, a full-service investment bank and wealth advisory firm, has joined Agile’s broker-dealer network.
FORT LEE, N.J. /CitizenWire/ — Palisade Capital Management is proud to be included in CNBC’s Financial Advisor (FA) 100 rankings for the fourth year in a row – one of only two New Jersey-based firms to be recognized in the rankings. The “CNBC FA 100” honors advisory firms that help clients navigate their financial lives […]
FORT LEE, N.J. /CitizenWire/ — Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management.
NEW YORK, N.Y. /CitizenWire/ — Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.
FORT LEE, N.J. /CitizenWire/ — Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade’s institutional business.
COLORADO SPRINGS, Colo. /CitizenWire/ — Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm’s exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.
COLORADO SPRINGS, Colo. /CitizenWire/ — Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm’s exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.
COLORADO SPRINGS, Colo. /CitizenWire/ — Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.
NEW YORK, N.Y. /CitizenWire/ — Salomon Brothers has expanded its institutional capital markets division with the addition of eight senior hires, launching the firm’s equity research initiative. As other Wall Street firms reduce headcount, Salomon Brothers continues to seek qualified candidates, and these new hires solidify the bank’s commitment to hiring exceptional professionals.
FORT LEE, N.J. /CitizenWire/ — Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with approximately $4.1 billion of assets under management, is pleased to announce nine new equity partners, completing an important phase of Palisade’s strategic plan and evolution.
ROLLING HILLS ESTATES, Calif. /CitizenWire/ — Aldy Damian, CEO of Accredas Investments, announces sale and close of its latest marketed commercial property. The sale of Walgreens in Denver, CO MSA adds to the previous twelve month running gross sales proceeds totaling $71 Million dollars for the last fiscal year attributed to Accredas Investments.
NEW YORK CITY, N.Y. /CitizenWire/ — Industry veteran Leonard Jones has been named Executive Director of Municipal Banking and Head of Public Finance for Blaylock Van, LLC, the nation’s longest-continuously operating Black-owned investment firm. In this role, he will lead the firm’s banking team and solutions for local and municipal government organizations with a focus […]
WARRENVILLE, Ill. /CitizenWire/ — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.
NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron’s seventh annual ranking of registered independent advisory firms and recognizes top advisory […]
PUEBLO, Colo. /CitizenWire/ — St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones’ more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone […]
DELRAY BEACH, Fla. /CitizenWire/ — Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.
WESTLAKE VILLAGE, Calif. /CitizenWire/ — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
COLORADO SPRINGS, Colo. /CitizenWire/ — Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.
FRANKLIN, Tenn. /CitizenWire/ — Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.
NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm’s long-standing commitment to the market and provides a home base from which to operate.
FRANKLIN, Tenn. /CitizenWire/ — Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean’s 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean’s 2020 and 2021 lists.
NEW YORK CITY, N.Y. /CitizenWire/ — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in […]
WARRENVILLE, Ill. /CitizenWire/ — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.
FRANKLIN, Tenn. /CitizenWire/ — Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN […]
FRANKLIN, Tenn. /CitizenWire/ — Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation’s fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.
COLORADO SPRINGS, Colo. /CitizenWire/ — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.
CLEVELAND, Ohio /CitizenWire/ — Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook’s mission.
NEW YORK CITY, N.Y. /CitizenWire/ — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.’s $1.5 debt issuance. The senior unsecured debt issuance, part of State Street’s DE&I focus, involved four black-owned investment firms.
PUEBLO, Colo. /CitizenWire/ — Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.
