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.
Tag Archives | Investment Services
CLEVELAND, Ohio /CitizenWire/ — Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, “The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a […]
NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.
JACKSONVILLE, Fla. /CitizenWire/ — PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management – a fee only financial planning firm specializing in investment management and life-stages planning for growing families.
COLORADO SPRINGS, Colo. /CitizenWire/ — Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.
NEW YORK, N.Y., Sept. 18, 2020 (SEND2PRESS NEWSWIRE) — Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.
NEW YORK, N.Y., Aug. 26, 2020 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).
NEW YORK, N.Y., May 6, 2020 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.
SUMMIT, N.J. / LONDON / TOKYO, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) — Markov Processes International (MPI), a leading provider of investment research, analysis and reporting solutions for the global wealth and asset management industry, today announced the publication of its annual Ivy League endowment performance analysis for the latest fiscal year, “Measuring the Ivy 2019: […]
CLEVELAND, Ohio, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) — Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need.
DANVILLE, Calif., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) — Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how […]
CAMP HILL, Pa., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) — Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.
CHICAGO, Ill., Sept. 17, 2019 (SEND2PRESS NEWSWIRE) — Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain’s Chicago Business’s 2019 Notable Entrepreneurs. Crain’s list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve […]
CLEVELAND, Ohio, Aug. 29, 2019 (SEND2PRESS NEWSWIRE) — Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.
TAIPEI CITY, Taiwan, Aug. 15, 2019 (SEND2PRESS NEWSWIRE) — After the poorest quarterly performance in almost three decades during the period from April to June this year, Gentry Wilson Partners analysts say China is clearly facing serious economic challenges. The world’s second largest economy was once the most rapidly expanding, benefitting from inexpensive labor and […]
MEMPHIS, Tenn., Aug. 6, 2019 (SEND2PRESS NEWSWIRE) — Innova Memphis, a Memphis-based early stage venture capital firm, is pleased to announce the acquisition of its portfolio company Arkis Biosciences. Knoxville-based Arkis, a neuro-surgical medical device company, has been acquired by Integra LifeSciences Holding Corporation, a leading medical technology company.
TAIPEI, Taiwan, July 17, 2019 (SEND2PRESS NEWSWIRE) — Ward Henderson Management – German economy shows signs of weakening further due to downside risks. In May, an important indicator of overall economic health, declined by more than expected. Germany’s manufacturing industry reported poor growth, prompting concerns about the Eurozone’s economic wellbeing.
BALTIMORE, Md., June 20, 2019 (SEND2PRESS NEWSWIRE) — Charles Street Research (CSR), a financial research and publishing think tank based in Baltimore, Maryland, recently revealed a brand new performance index for one of their top research services.
TAIPEI, Taiwan, June 20, 2019 (SEND2PRESS NEWSWIRE) — Warrington Shaw says Singapore’s exports hurt by falling demand from China as trade war escalates. A recent dramatic decline in Singapore’s exports has underlined the seriousness of economic problems in Asia. Singapore is traditionally one of the world’s most trade-dependent economies and economists at Warrington Shaw say […]
NEW YORK, N.Y., June 18, 2019 (SEND2PRESS NEWSWIRE) — The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.
NEW YORK, N.Y., June 14, 2019 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over […]
CHICAGO, Ill., June 13, 2019 (SEND2PRESS NEWSWIRE) — On Monday, May 6, 2019, Jessica Merino of Merino Wealth Management received the Young Entrepreneur Award at the Annual Celebration NAWBO Chicago Achievement Luncheon.
TAIPEI, Taiwan, May 23, 2019 (SEND2PRESS NEWSWIRE) — The writing was on the wall for Singapore’s economy when the country’s non-oil exports extended their double-digit decline for the second straight month prompting renewed concern from Radford Taylor Partners analysts that GDP forecasts would be cut for 2019.
NEW YORK, N.Y., May 20, 2019 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.
FORT COLLINS, Colo., May 6, 2019 (SEND2PRESS NEWSWIRE) — Brightscape Investments (Brightscape Investment Centers) was founded by Eric Weiss, a Certified Financial Planner(tm) professional, who saw clients’ best interests not being served while working at a large financial institution. This experience motivated Eric to start a company that put the client’s interest first.
TAMPA, Fla., March 14, 2019 (SEND2PRESS NEWSWIRE) — Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.
PITTSBURGH, Pa., March 8, 2019 (SEND2PRESS NEWSWIRE) — Valentis International Group (‘Valentis’) recently engaged OGGI EQUITY, the European private equity consultancy and financial firm, to consult, advise, and guide Valentis on strategic planning in equity, corporate compliance, stock market goals, European development, and other expansion or focus areas.
TAIPEI, Taiwan, Feb. 13. 2019 (SEND2PRESS NEWSWIRE) — Taiwan based investment house, Ward Henderson Management is pleased to announce the launch of its annual scholarship essay writing competition. Forming a part of the company’s social responsibility program, the competition aims to encourage academically skilled students completing their final year of secondary school to pursue higher […]
NEW YORK, N.Y., June 28, 2018 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
PHILADELPHIA, Pa., Jan. 8, 2018 (SEND2PRESS NEWSWIRE) — Rittenhouse Capital Advisors (RCA) is a commercial real estate finance advisor with over 60 years of combined banking experience. Currently in its fourth year of operation, Rittenhouse Capital has increased its loan production volume by a minimum of 30 percent year-over-year by delivering creative commercial financing solutions […]
SAN FRANCISCO, Calif. and HOUSTON, Texas, Jan. 2, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today a collaboration agreement between EPIC’s Houston-based Ascende Wealth Advisors, Inc. (AWAI) and Qualified Plan Advisors (QPA), a division of Prime Capital […]
NEW YORK, N.Y., Oct. 6, 2017 (SEND2PRESS NEWSWIRE) — Celebrating the breakthrough success of their education and training programs for Stocks, Options and Forex professional traders Live Traders have decided to give back to the financially less fortunate. The educational platform recently celebrated the launch of the Live Traders Scholarship Program where qualified students have […]
CLEVELAND, Ohio, June 26, 2017 (SEND2PRESS NEWSWIRE) — Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably “yes” and the recently launched Luma Wealth Advisors is ready to meet their planning needs.
NEW YORK, N.Y., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers’ responsibilities include administering KFWA’s compliance program, […]
SAN FRANCISCO, Calif., Jan. 13, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader – Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19 at the Hyatt Regency in San […]
PALO ALTO, Calif., Nov. 22, 2016 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm’s Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm’s Private Funds and Investment Management Group.
PASADENA, Calif., Oct. 17, 2016 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced that its investor Glenn Stearns will appear at its 2016 MBA Annual Convention exhibit in Boston on October 23 […]
NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families […]