investment analysis - FinTecBuzz

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...

by BusinessWire

Investments

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...