Marc Spector launches new architecture firm | Long Island Business News
The new firm has offices in Woodbury, Manhattan and Miami.
Source: libn.com
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Clearstead Advisors Acquires Santa Fe-Based Avalon Trust
/PRNewswire/ -- Clearstead Advisors ("Clearstead"), a high-net-worth focused independent financial advisory firm serving private and institutional clients, has...
Source: prnewswire.com
Clearstead supports its growth strategy with Avalon Trust acquisition
The private equity-backed firm adds about $2 billion in client assets under management and offices in New Mexico, New Jersey and Oregon with the deal.
Source: crainscleveland.com
Clearstead Advisors Bolsters Trust Capabilities with Avalon Trust
Ohio-based Clearstead Advisors, with $28 billion in AUM, has purchased a second trust business, Avalon Trust.
Source: wealthmanagement.com
Flexpoint Ford Promotes Jennifer Kim to Principal
/PRNewswire/ -- Flexpoint Ford ("Flexpoint"), a private equity investment firm specializing in the financial services and healthcare industries, announced...
New York United States Northwestern University Wharton School Hallie Erlich Prnewswire Flexpoint Ford
Source: prnewswire.com
Flexpoint Invests in Keystone Agency Partners
KAP was founded with support from Keystone Insurers Group Inc. and Bain Capital LP.
Jeff Turner Flexpoint Ford Flexpoint Ford Asset Opportunity Fund Keystone Insurers Group Inc Keystone Agency Partners Keystone Insurers Group
Source: themiddlemarket.com
Paul Lawler Named Northeast Regional Sales Director at Purchasing Power®
/PRNewswire/ -- Paul Lawler has been appointed Northeast Regional Sales Director at Purchasing Power, LLC, a voluntary benefit fintech company that offers the...
Source: prnewswire.com
Expect further M&A acceleration in wealth management
As markets continue to digest the effects of the crisis in Ukraine and the ongoing pandemic recovery, fresh momentum in M&A is occurring.
Source: investmentweek.co.uk
Hugh Elwes: Expect further M&A acceleration in wealth management
While we are still in a period of significant uncertainty, the recent level of wealth management M&A activity has been “remarkable”, writes Hugh Elwes, and shows no sign of slowing down…
Source: professionaladviser.com
A Closer Look: Quinton Leith - Business Record
Quinton Leith’s Iowa roots extend back to his family’s farm near Creston; his wife is also an Iowa native, from Centerville. So when he had the opp
Source: businessrecord.com