Investment Services

Investment Services

Investment Services News - includes consulting, websites, brokers and related

Investment Services

Investment Services
Investment Services News - includes consulting, websites, brokers and related

Nine Southwestern Investment Group Advisors from Franklin, TN Named to Forbes’ 2022 List of Best-In-State Wealth Advisors

eNewsChannels NEWS: -- Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.

Independent wealth management company Southwestern Investment Group celebrates 20th Anniversary

eNewsChannels NEWS: -- Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

Financial Advisor Keith Eckhardt of Edward Jones in Colorado Receives CRPS Designation

eNewsChannels NEWS: -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

Fairport Wealth Announces 2022 Community Beacon Recipient: Beech Brook

eNewsChannels NEWS: -- Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.

Blaylock Van LLC (BV) Serves as Co-Manager for $1.5 Billion State Street Debt Issuance

eNewsChannels NEWS: -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.'s $1.5 debt issuance. The senior unsecured debt issuance, part of State Street's DE&I focus, involved four black-owned investment firms.

Jennifer Oliverio Takes Over Local Edward Jones Branch Office in Pueblo, Colorado

eNewsChannels NEWS: -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

Galway Holdings announces its investment in MAI Capital Management, LLC (‘MAI’) has officially closed

eNewsChannels NEWS: -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.

Klingenstein Fields Advisors (KF Advisors) named to Barron’s 2021 Top 100 RIA Firms

eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Alyssa Gelper Joins KF Advisors as a Managing Director, Senior Advisor, in New York

eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

Colorado Financial Advisor Keith Eckhardt Receives Accredited Asset Management Specialist Designation

eNewsChannels NEWS: -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

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