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
Gresham Partners Promotes Irene Zhang to Investment Director
February 11, 20254 min
Gresham Partners, LLC (“Gresham”), an independent investment and wealth management firm that manages $9 billion* for select families and family offices, is pleased to announce the promotion of Irene Zhang to Investment Director. Since joining Gresham in 2020, Zhang has steadily expanded her impact on the investment team and across the firm. She has played a key role in evaluating and selecting external managers, developing investment strategies, and overseeing private market investments, including buyout, growth,...
Miracle Mile Advisors Opens Chicago Office
November 6, 20244 min
National RIA expands to Chicago, enhancing wealth management offerings in the Midwest
HighTower Makes Strategic Investment in Schultz Collins
October 30, 20195 min
HighTower will provide the $1 billion San Francisco-based investment counsel with business growth consulting, operational support and capital HighTower today announced a strategic investment in Schultz Collins, a $1 billion advisory group with offices in San Francisco, Washington, D.C. and Towson, Md., serving individuals and families, institutional investors and retirement plan sponsors. HighTower’s business consulting, capital, and middle- and back-office support will enable Schultz Collins to expand its wealth management services for new and existing clients. Schultz Collins was founded in 1995...