Announcements

People Moves
Advisory Duo To Join Offit Advisors

The duo helps clients with retirement, insurance, tax and estate planning.

03.24.22
People Moves
Westmount Adds Financial Advisors

New hires will foster new client relationships across Orange County, California.

03.24.22
Announcements
Midwest University Names Alternatives Mgr. Co-Founder As Board Chair

A university based in the Midwest has named the co-founder of an alternatives manager as its new board of trustees chairman.

03.24.22
People Moves
GTCR Promotes Four Industry Group Heads

The four promotes will execute the firm’s “leaders strategy” recruiting talent and investment opportunities.

03.17.22
Ukraine-Russia
Southern Trust Company To Divest From Russian Assets

A Southern trust company will identify and divest from holdings with ties to Russia in response to the country’s invasion of Ukraine.

03.17.22
Announcements
Firm Joins First Manhattan Co.

Investment Advisor Joining First Manhattan Co.

03.17.22
Announcements
Firm Appoints New CEO

Incoming CEO will succeed Todd Gibbons, who retires Aug. 31.

03.17.22
People Moves
New York Consulting Firm Hires Outsourced CIO Head

Hire will design and implement investment programs for clients.

03.10.22
Industry News
Azimuth Capital Management Joins Focus Financial Partners

Partnership transaction is expected to close in second quarter.

03.10.22
Industry News
Consultant Family Office Launches For E&F, UHNW Clientele

The office will use the consultant’s tradename and research.

03.10.22