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/PRNewswire/ -- Community Foundation of Broward has named three new members to its Board of Directors. The new Board members were elected at a recent meeting...
/PRNewswire/ -- Community Foundation of Broward has named three new members to its Board of Directors. The new Board members were elected at a recent meeting...
A round-up of people moves and M&A deals across North America M&A Seattle-based Coldstream WM is to merge with Paracle Advisers. The combined RIA group, under the Coldstream brand, will have $5.7bn (£4.1bn, €4.7bn) in client assets. The financial details of the deal were not disclosed. Kevin Fitzwilson, Coldstream’s managing shareholder, said: “We’re thrilled to partner with Paracle Advisors and to bring our two firms together in what we view as a true merger of equals. “Successfully combining two leading RIA firms, without inviting private equity or outside equity capital, support...
Northern Trust WM names Miami advisory boss 04 May, 2021 Northern Trust Wealth Management has appointed Ana Nuñez senior managing director of the firm’s Miami-based private client advisory team. Nuñez is a 22-year company veteran who was most recently a senior international relationship manger and team leader for Northern Trust’s international wealth teams in Miami, Houston and New York, the firm said in an announcement. In her new role, Nuñez will oversee a team of advisors and investment specialists that provides investment management, banking, trust and advis...