Mother-son team of advisors joins Equitable from Cetera
A mother-son pair of advisors that managed $175 million in assets at Cetera Advisor Networks has joined Equitable.
Source: investmentnews.com
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A family-owned bank skips a generation
Richard Green is the third member of his family to run Firstrust Bank in Pennsylvania, but at 70, he is ready to step aside. His son Jeff is 27 and is — ironically — still too green for the role.
Source: americanbanker.com
Firstrust Announces Timothy J. Abell Will Become CEO; Richard J. Green to Serve as Executive Chairman
/PRNewswire/ -- Firstrust Bank today announced that President Timothy J. Abell will become CEO as part of a long-planned executive transition that will ensure...
Source: prnewswire.com
Firstrust Announces Timothy J. Abell Will Become CEO; Richard J. Green to Serve as Executive Chairman
/PRNewswire/ -- Firstrust Bank today announced that President Timothy J. Abell will become CEO as part of a long-planned executive transition that will ensure...
Source: prnewswire.com
Equitable Buys Bank Subsidiary Penn Investment Advisors
The $600 million acquisition advances Equitable’s wealth management growth strategy.
Source: wealthmanagement.com