Cresset, Carson Group and Emigrant Partners hire executives
Jenny Souza, Jen Abboud-Smith and Liz Nesvold respectively took over newly created roles and the CEO post at a major investor in the industry.
Source: financial-planning.com
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Karl Heckenberg Steps Down as CEO of Emigrant Partners
Barry Friedberg, co-chairman of New York Private Bank & Trust, Emigrant Partners’ parent, will serve as interim CEO.
Source: wealthmanagement.com
Q2 RIA M&A Volume Likely to Narrowly Result in Another Record Year
Echelon Partners RIA M&A report shows 2022 is still on track to be another record-breaking year.
Source: wealthmanagement.com
Koda Capital Welcomes Emigrant Partners as a Minority Strategic Investor
/PRNewswire/ -- Koda Capital ("Koda"), a leading Australian independent financial advice firm for high-net-worth clients, today announces that Emigrant...
Source: prnewswire.com