Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary ...
The firm has offices in Cedar Rapids and a second location in Las Vegas. The firm’s head said the decision was “our way of ...
December was a busy month for Orion, which announced the acquisition of Summit Wealth Systems, a next-generation portfolio management and reporting platform and the appointment of its co-founder and ...
The deal to acquire Zimmerman Investment Management & Planning is Georgia-based Merit’s third deal in recent weeks.
Marc Turansky is starting in the newly-created role of head of investment advisory programs as of Monday, according to Keith Glenfield, head of investment solutions.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback