NewEdge Wealth adds Kevin McIntyre to Investment Team
January 10, 20243 min
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm
NPF Investment Advisors Promotes Tyler Bosgraaf to Partner
March 13, 20235 min
NPF Investment Advisors, one of the longest standing privately owned investment management firms in Grand Rapids, Michigan is pleased to announce that Tyler Bosgraaf, CFA, CFP® was promoted to Partner on January 1, 2023. The promotion reinforces NPF’s belief in elevating top talent, creating an exceptional experience for clients, and remaining a privately owned investment management firm – as it has been since 1933. The firm is also moving to another floor in the Trust...
Investing for Women – Strategies for Building Wealth and Achieving Financial Goals
March 7, 202313 min
Learn to be financially savvy this International Women’s Day! Use these 5 strategies to build wealth and achieve your financial goals.
UST Provides Cautionary Tale: Protocol Liquidity Is a Fundamental Operational Imperative
May 25, 202214 min
The space is moving fast, and new instruments and methods are constantly being developed. Josh Forman shares insights on how protocol liquidity is a fundamental operational imperative today!
Lake Street Advisors Expands with Partner Addition
February 5, 20202 min
Lake Street Advisors, a wealth and investment advisory firm founded in 2003, announced the promotion of Joseph W. Chase, CFA to Partner Lake Street Advisors, a wealth and investment advisory company established in 2003, announced the promotion of Joseph W. Chase, CFA to Partner, effective January 1, 2020. Buddy Webb, Managing Partner of the firm stated that “Joe has done an outstanding job working with our clients in managing investment portfolios. His investment knowledge has...
MAI Capital Taps R.J. Nemer to Lead Marketing Efforts and Business Development
February 4, 20205 min
Former attorney and entrepreneur joins $7B firm to drive marketing initiatives and support new business activities for the growing RIA
Horizon Technology Finance Management Announces Appointment of Chief Credit Officer
January 23, 20204 min
Horizon Technology Finance Management, a registered investment advisor that underwrites and manages secured loans made to venture capital-backed companies announces the appointment of Diane Earle as Chief Credit Officer
Alex Chalekian, Lake Avenue Financial Join Integrated Partners
October 3, 20199 min
Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce that Alex Chalekian and his registered investment advisory firm Lake Avenue Financial, are joining as the latest dynamic team to identify Integrated as an outstanding option for growth-oriented entrepreneurs. Well known in the financial advisory community, Alex Chalekian and his team have been considering their options with regard to growth and business evolution catalysts for some time. After many months...