Page 2 - Chartered Advisor News Today

Delaware County Chamber of Commerce announces Frances Sheehan will be honored with 2023 ATHENA Leadership Award

/PRNewswire/ -- Mission Wealth LP, a national wealth management firm, has officially announced its merger with Brooks, Hughes & Jones, Inc. (BHJ Wealth...

On his second day, the new president and CEO explains why he moved from Cincinnati and how he plans to "level up" the GCCF's philanthropic ambitions.

Make-A-Wish Arizona has named former Vicki Fiorelli to the newly created position, Director of New Business Partnerships. 

Planner Jennifer McCosley joined the RIA with about $28 billion in assets under advisement across 45 locations.

/PRNewswire/ -- Two local healthcare and business leaders have been named to the Boards of Trustees of Englewood Health and its fundraising organization, the...

Forbes named Melissa Spickler, Sara Wohl, Jennifer Jennings, and Kristina Abro to its lists of top Financial advisors.

Current chief philanthropy officer at Greater Cincinnati Foundation will become fifth person to lead the Venice-based foundation

Chris Miller, executive director of Planned Giving with The Foundation of FirstHealth, recently received the Chartered Advisor in Philanthropy designation from the American College of Financial Services.

New York (PRWEB) March 23, 2023 -- PKF O’Connor Davies Advisory LLC, the independently owned tax and business advisory practice operating under the PKF