AIM Adds New Asset Managers, Including BlackRock and DFA
May 21, 20245 min
TAMP now has over 280 strategies from 46 asset managers
LPL Financial Welcomes Cornerstone Financial Advisers
May 21, 20244 min
LPL Financial LLC announced that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $225 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera. Based in Orange County, Calif., Dumas and Carter founded Cornerstone Financial Advisers in 2017 as a consulting firm dedicated to helping families, individuals and business owners establish their goals and create financial plans to pursue...
Alternative real estate investment platform recognized again for its rapid growth and product innovation
Spectrum Investment Advisors announces new hires
May 20, 20245 min
Spectrum Investment Advisors is thrilled to announce the exciting three additions to our firm. Spectrum continues to grow and seek individuals who bring not just talent, but also heart. These new hires exemplify this perfectly, possessing both a relentless work ethic and a deep care for their colleagues and our mission. Max Flanagan, AAMS®, CFP® hired as Wealth Manager Max is licensed as an Accredited Asset Management Specialist (AAMS®) and Certified Financial Planner (CFP®). Max started at...
Garnett Station partners Promotes Jordan Garay to Partner
May 17, 20243 min
Garnett Station Partners (“Garnett Station”), a New York-based principal investment firm managing over $2.3 billion in assets, is pleased to announce the promotion of Jordan Garay to Partner. Since joining Garnett Station in 2016 as an Associate, Mr. Garay has been integral to the firm’s growth and value creation. “Jordan’s promotion is a testament to his unwavering dedication and significant contributions to our team,” said Alex Sloane, Co-Founder and Managing Partner of Garnett Station. “His...
Agora Secures $34M Series B Funding
May 17, 20246 min
Agora, a leading innovator in real estate investment management solutions, announced the successful completion of its $34 million Series B funding round, led by Israel-based growth fund Qumra Capital, along with Insight Partners and Aleph. The investment will enable Agora to accelerate its expansion efforts and further enhance its innovative product offerings. “We are thrilled to secure this significant investment, which is a testament to the strength of our platform and the promise it holds for reinvigorating...
Andrew Szmulewicz and Fernando Phillips Named as Co-Heads of Emerging Markets Debt Business; Gabriel Szpigiel to Depart Randy Raisman and Michael Alexander promoted to Leadership Team for U.S. Opportunistic Credit Business
Park Avenue Securities launches new Private Client Group
May 16, 20244 min
New Private Client Group enhances firm's high-net-worth offerings with new premium products and services, providing an elevated wealth management experience.
Bluerock Capital Markets (“BCM”), a leading distributor of institutional alternative investment products and the dedicated dealer manager for Bluerock, announced that it has hired industry veteran Jeffrey Klepacki to serve as Executive Vice President and National Sales Manager. In this role, Mr. Klepacki will be responsible for supervising and managing the company’s senior national sales teams and supporting the strategic growth and development of Bluerock investment programs across all intermediary distribution channels including the independent broker-dealer,...
Expands presence in Pacific Northwest and increases planner network; broadens firm’s financial planning capabilities