Suzanne van Staveren, the chief financial officer of Goldman Sachs’ Personal Financial Management unit, has left the bank to become an executive at Edelman Financial Engines, one of the largest RIAs. She’s now the CFO at Edelman, a Boston-based wealth manager with more than 1.3 million clients and $290 billion
CHARLOTTE, N.C., April 06, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Gary Edmonds and business management associate Andy Chang have joined LPL, affiliating with Linsco by LPL Financial, the firm’s employee advisor model. They reported having served approximately $360 million in advisory, brokerage
Deloitte and EY, two of the world’s largest accounting firms, announced on Monday that they would pull out of Russia, joining the other so-called Big Four firms, KPMG International and PwC, which said on Sunday that they would quit the country after its invasion of Ukraine.
These groups are structured
DENVER and GRAPEVINE, Texas, May 28, 2021 /PRNewswire/ — Comprehensive Finance Inc. (CFI), a fast-growing fintech company offering flexible financial solutions for healthcare practices, today announced that it has been acquired by OrthoFi, an innovative software and technology-enabled service platform for the orthodontic specialty industry. The combined
Pittsburgh, May 19, 2021 / PRNewswire / -First National Bank, the largest subsidiary of FNB Corporation (NYSE: FNB), has announced that it has hired. Sam Colton As Senior Vice President and Treasury Management Director.
Colton is responsible for FNB’s sophisticated financial management and operations of merchant services, overseeing product
NEW YORK, May 18, 2021 /PRNewswire/ — American Capital Management, Inc. (ACM) is pleased to announce that Erin C. Berry has joined the firm as Head of Business Development. In this newly created role, Ms. Berry will lead the company’s business development, consultant relations and relationship management efforts, providing
RESTON, Va., April 30, 2021 /PRNewswire/ — Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory and financial planning firm is pleased to announce that Sarah Baker has joined Mason’s private client practice as a Senior Financial Planner. Ms. Baker will work with high-net-worth individuals and
For the remaining 28 races, Freeway Insurance logos will adorn the lower quarter panel on the No. 99 Chevrolet, team uniforms, team transporter and pit equipment, as well as Suarez’s uniform and helmet. Freeway will also serve as the primary sponsor on the No. 99 at the Oct. 17 Cup
Posted on March 15, 2021
| 1:34 p.m.
John P. Duffy
Casa del Herrero has named John P. Duffy to its Board of Trustees. Duffy joins a group of volunteers who provide leadership in stewarding the historic house museum and gardens. The board works to ensure Casa del Herrero remains