01/26/2022

Fisch Asset Management expands Executive Committee

Chairman of the Board, Dr Pius Fisch, commented: “I am delighted that with this forward-looking solution we can ensure that Fisch will continue to be a successful, independent company for the benefit of all stakeholders.”

01/26/2022

Finbarr Griffin appointed as Head of Corporate Advisory

The Goodbody team of over 30 senior corporate financiers and advisers based across Dublin and London will report to Finbarr as the firm continues to grow its share of the corporate advisory market in Ireland as well as scaling up its sector-focused adviso

01/24/2022

ERM Group appoints Global CEO

The Board welcomes Tom to the firm and is excited about the future that he will help develop for ERM and its clients.

01/24/2022

Centura Wealth Advisory expands

The San Diego headquartered wealth management firm welcomes Seth Meisler, CFA, CPA/PFS, CFP® in Minneapolis, Minnesota

01/21/2022

J.P. Morgan appoints Wealth Management in Miami

They take a holistic approach in helping clients achieve their short- and long-term financial goals, and I’m confident they’ll play key roles as we continue to strengthen our offering in Miami.

01/21/2022

Wealth Management firm announces seven new shareholders

Continues to strengthen our culture and deepen our relationships with our clients by bringing our core values of cultivated relationships, transparent alignment, a drive to think, solve, act and the mindset to own it.