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NEW YORK, May 6, 2021 /PRNewswire/ Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) (the Company or Silvercrest ) today reported the results of its operations for the quarter ended March 31, 2021.
Business Update
th year in business to culminate in our 20
th Anniversary celebration in April 2022. Silvercrest s founders and partners embarked on an entrepreneurial journey to create the foremost wealth and asset management boutique in the United States. We are proud at having created an enduring firm founded on bedrock principles and a strong and proud culture. We remain dedicated to putting our clients first and creating a business that serves its clients with highly regarded institutional-quality capabilities for generations.
Willow Crypto, this brings the number of
Blockchange SMA network members to five. Each SMA offers specific expertise, model strategies, and investment theses from simple Bitcoin and Ethereum allocations to a spectrum of DeFi and utility tokens, and even ESG options.
The BITRIA platform now also offers an Outsourced Chief Investment Officer (OCIO) option, which allows advisors to retain management of client accounts while offloading model construction and delivery. Blockchange s first OCIO partner,
Columbia Advisory Partners, is led by President Steve Larsen, CPA, CFP®. In addition to model delivery, Columbia offers a one-stop solution for advisors seeking help with compliance, education, due diligence, training, and process management related to digital assets.
Sanctuary Wealth Names Jeff Kilburg Chief Investment Officer
Sanctuary also takes an equity stake in his firm, KKM Financial, adding respected ETF model portfolios to Sanctuary platform
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INDIANAPOLIS, April 27, 2021 /PRNewswire/ Sanctuary Wealth, home to the next generation of elite advisors, has named financial services industry veteran and CNBC contributor Jeff Kilburg as Chief Investment Officer and Portfolio Manager. In this new executive role within Sanctuary, Mr. Kilburg will be responsible for growing and expanding Sanctuary s Investment Solutions group, which provides Outsourced Chief Investment Officer (OCIO) services, ETF model portfolios, separately managed accounts (SMAs), investment research and due diligence to Sanctuary Wealth and Sanctuary Global advisors. Sanctuary Wealth has also made an investment into KKM Financial, an investment advisory firm founded by Mr. Kilburg.
Q1 2021 Has DB Plan Sponsors Saying What? Me? Worried? plansponsor.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from plansponsor.com Daily Mail and Mail on Sunday newspapers.