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David Canter Joins Board of $7 5B RIA Parallel Advisors

The former Fidelity and Bluespring exec will serve on the board at Parallel Advisors, a San Francisco-based RIA backed by Golden Gate Capital.

David canterEmigrant bankFinley point strategyYork private bankKestra holdingsFidelity institutionalBluespring wealth partnersParallel advisorsFrancisco based parallelEmigrant partnersNew york private bankGolden gate capital

Stratos Recruits $100M Duo in Ohio

Stratos Recruits $100M Duo in Ohio
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

Pepper pikeUnited statesDayna smithFrank legan advisors at cedar brook groupStratos wealth holdingsStratos wealth holdingStratos wealth advisorsSmith wealth advisorsCarnegie investment counselWells fargo advisorsFrank legan advisorsCedar brook groupStratos private wealthStratos wealth partnersNew york based claricity wealthHeald financial advisors

Diamond Podcast for Financial Advisors: NorthRock Partners

NorthRock Partners CEO and founder Rob Nelson shares his formula for mastering excellence and creating a superstar enterprise.

Rob nelsonSammons financial groupEmigrant partnersSammons financialMindy diamond

Liz Nesvold Named Finance Executive of the Year in Wealth Solutions Report s 2024 Pathfinder Awards for Top Women Industry Leaders

/PRNewswire/ Emigrant Bank is pleased to announce that Liz Nesvold, Vice Chair of Emigrant Bank and Chair of Emigrant Partners, has been named "Finance.

New yorkUnited statesLos angelesLiz nesvoldHoward milsteinLucy obrienWealth solutions reportYork private bankSarasota trust companyEmigrant bankEmigrant partnersPrnewswire emigrant bankCleveland trust companyYork privateYork private bank trustVice chair

$500M Multi-Gen Team Joins Stratos Wealth From RBC

Reno Tahoe Wealth Management made the move to support long-term growth.

United statesPeter bessetteBessette peterDan robertsErich brennerCharles shapiroCarla bessetteReno tahoe wealth groupStratos wealth holdingsStratos wealth advisorsReno tahoe wealthSenior financial associate erich brennerRegistered client associate sonni schaferWealth planning associate drew bessetteReno tahoe wealth managementWealth holdings

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