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The collaborative energy innovation platform announced its rebrand and specialty board of advisors with executives from Nike, XPRIZE, and change-making innovators and entrepreneurs.
Schulten and Schreiber’s TSG Wealth Management services high net worth families and offers a platform for advisors wanting independence.
02.09.2022 - UBS Wealth Management USA announced today that a four-person team managing over $500 million in client assets has joined the firm in Sherman Oaks, California. Led by Managing Director and Financial Advisor Roshan Ghaznavi and Financial Advisor ...
Ord Minnett poaches Pitcher Partners wealth director — 1 minute read The stockbroking and advice firm has appointed a new Queensland state manager from Pitcher Partners. In a statement, Ord Minnett said it had recruited David Lane to the role of state manager for Queensland and senior investment adviser. Mr Lane had previously been director of wealth management for Pitcher Partners’ Brisbane office, a role he had held for over 10 years. He had also previously worked at a number of Brisbane-based firms including First Unity Wealth Management and Citi Smith Barney. ...
Ord Minnett poaches Pitcher Partners wealth director The stockbroking and advice firm has appointed a new Queensland state manager from Pitcher Partners. A A In a statement, Ord Minnett said it had recruited David Lane to the role of state manager for Queensland and senior investment adviser. Mr Lane had previously been director of wealth management for Pitcher Partners’ Brisbane office, a role he had held for over 10 years. He had also previously worked at a number of Brisbane-based firms including First Unity Wealth Management and Citi Smith Barney. “We are delighted with the appointmen...