investment analysis - FinTecBuzz

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by GlobeNewswire

LPL Financial welcomes Strategic Wealth Partners

LPL Financial welcomes Strategic Wealth Partners

April 30, 20244 min

LPL Financial LLC announced that the advisors at Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported serving approximately $860 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial. With 25 years of financial planning experience, Strategic Wealth Partners owner Ryan Rayburn, CFP®, occupied various leadership, recruitment and mentorship roles throughout his career before stepping back to work more closely with individuals and multi-generational...

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by BusinessWire

Star Mountain Capital Names George Mattson as President

Star Mountain Capital Names George Mattson as President

February 9, 20239 min

Star Mountain Capital, LLC (“Star Mountain”), a rapidly growing specialized investment company with approximately $3.5 billion in assets under management focused exclusively on investing in established, private small and medium-sized North American businesses (the “lower middle-market”), is pleased to announce that George Mattson has joined as President. Mr. Mattson has been a long-time investor and Senior Advisor to the firm, and in this newly created role, will work closely on all aspects of the firm’s...

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