New leaders for wealth management and UHNW at $7B multi-family office
Long-serving employees promoted at 100-year-old investment firm.
Source: investmentnews.com
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RIA Roundup: Sunshine Private Wealth Joins Steward from Hightower
Steward adds 1st team to IAR-only channel, Allworth Names New CEO, and other news from WEG, EP Wealth, Kestra PWS, Gaddis Premier Wealth Advisors and Pitcairn.
Source: wealthmanagement.com
Pitcairn Names New Head of Wealth Management
/PRNewswire/ -- Pitcairn, a true family office celebrating a full century of serving ultra-high-net-worth families, is pleased to announce the promotion of two...
Source: prnewswire.com
RIA Roundup: Congress Wealth Buys $1.1B MainLine Private Wealth
Congress does 1st deal since CI sold stake to Audax, 2 Indiana firms merge to create Wellington Wealth, and Ohio team leaves Ameriprise for OneSeven.
Source: wealthmanagement.com
Pitcairn Names Andrew Busser New CEO | Wealth Management
Pitcairn CEO Leslie Voth is passing the torch to Andrew Busser next month.
Source: wealthmanagement.com
RIA Roundup: Wealthspire Advisors to Acquire Heron Wealth in NYC
No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.
Source: wealthmanagement.com
Pitcairn Family Office Names Sonnenberg as New CIO | Chief Investment Officer
Former CIO Rick Pitcairn moves into a newly created global strategy role.
Source: ai-cio.com
RIA Roundup: Frank Smith Takes Over as PAG CEO
PAG 's new CEO; Pitcairn's new role; Core joins Commonwealth; Carson invests in Missouri; Kovitz announces 2nd deal; Dynasty partners with BIS.
Source: wealthmanagement.com
Mark Rogozinski Joins Pitcairn as Chief Strategy Officer
/PRNewswire/ -- Pitcairn, a true family office serving ultra-high net worth families and single family offices for nearly a century, is expanding its...
Source: prnewswire.com
Mark Rogozinski Joins Pitcairn as Chief Strategy Officer
/PRNewswire/ -- Pitcairn, a true family office serving ultra-high net worth families and single family offices for nearly a century, is expanding its...
Source: prnewswire.com