Bogart Wealth Introduces Executive Leader Jeffrey Fuhrman as President
February 25, 20254 min
Seasoned industry executive fills leadership role at surging independent RIA firm led by James Bogart
Siguler Guff’s Tactical Credit Strategy Posts Record Q4 Deal Activity
February 10, 20256 min
Firm Closed Record Number of Tactical Credit Investments in Q4, Focused Principally on Specialty Finance and Corporate Lending Siguler Guff Also Launched its First Evergreen Credit Fund for Tactical Credit and Its Credit Platform Raised Over $1.2 Billion
CW Advisors Adds Two Boston-Area RIAs
February 4, 20253 min
CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Aspire Wealth Management, Inc. (“Aspire”) and Fernwood Investment Management, LLC (“Fernwood”). Aspire, located in Waltham, Massachusetts, and Fernwood, located in Quincy, Massachusetts, both serve high-net-worth clients, providing financial planning and investment management. The deals add more than $800 million in assets under management to CWA. Terms of the transactions are not disclosed. “We are excited to welcome the Aspire...