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Liz Nesvold Joins Emigrant as Vice Chair

Nesvold will work closely with all units of the bank that touch wealth management, including Emigrant Partners, where she'll serve as chair.

United statesNew yorkLiz nesvoldHoward milsteinJenny souzaEric beckerRisk management solutionsSarasota privateRaymond james investment bankYork privateCleveland privateEmigrant bankEmigrant partnersNew york private trustSarasota private trustCleveland private trust

Jenny Souza: Emigrant Partners New CEO Looks Ahead

Investment capital has flooded into the independent RIA landscape in the past few years, but Emigrant Partners, which has been investing in advisory firms…

Jenny souzaEmigrant partnersReaking news

RIA People Roundup: EP Wealth Advisors Taps Kyle Miller to Lead M&A

A host of ‘strategic’ hires and promotions were announced this week, as firms continue to focus on growth.

United statesSam grewalDenise buchananShelly wrightMark brunoJohn carlisleJenny souzaAnn leddyAlan berkshireKyle millerJason ehrlichEmigrant bankMorgan stanleyMerrill lynchDynasty financial partner networkExchange commission

Sammons insurance investing in NorthRock RIA | Financial Planning

Sammons insurance investing in NorthRock RIA | Financial Planning
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesWest des moinesEsfand dinshawRob nelsonJenny souzaPeter nesvoldJackson national life insuranceSammons financial groupSammons financial group companiesLockton retirement servicesAmerican company for lifeSammons institutional groupSammons financial companiesRepublic capital groupHealth insuranceMidland national life insurance company

RIA Roundup: Emigrant Partners Stakes MONECO Advisors

Emigrant adds 21st growth-oriented firm to portfolio of wealth management businesses, while 7 firms announced recruits or acquisitions this week.

Long islandUnited statesRhode islandNew jerseyNew havenWest hartfordNew yorkDestinee chuppJack phelpsAdam johnstonGlenn mealeyAmanda giuseppeEmily demersJenny souzaFrank mckiernanJ michael costello

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