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

Beyond AUM Co-Founder Nima Tolooi Named a 2019 Crain Notable Entrepreneur

eNewsChannels NEWS: -- Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain's Chicago Business's 2019 Notable Entrepreneurs. Crain's list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve success

Paul B. Stetz Joins Fairport Wealth as Chief Operating Officer

eNewsChannels NEWS: -- Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.

Venture Capital Firm Innova Memphis Announces Sale of Portfolio Company Arkis Biosciences to Integra LifeSciences

eNewsChannels NEWS: -- Innova Memphis, a Memphis-based early stage venture capital firm, is pleased to announce the acquisition of its portfolio company Arkis Biosciences. Knoxville-based Arkis, a neuro-surgical medical device company, has been acquired by Integra LifeSciences Holding Corporation, a leading medical technology company.

Charles Street Research (CSR) Reveals New FLEX-10 Index to Track Performance of the Market’s Top Ten Stocks

eNewsChannels NEWS: -- Charles Street Research (CSR), a financial research and publishing think tank based in Baltimore, Maryland, recently revealed a brand new performance index for one of their top research services.

The Solaris Group Joins Klingenstein Fields’ KF Group LP in New York

eNewsChannels NEWS: -- The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.

Klingenstein Fields Wealth Advisors (KFWA) Acquires Assets of The Solaris Group LLC

eNewsChannels NEWS: -- Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under management.

Jessica Merino Receives 2019 Young Entrepreneur Award from NAWBO Chicago

eNewsChannels NEWS: -- On Monday, May 6, 2019, Jessica Merino of Merino Wealth Management received the Young Entrepreneur Award at the Annual Celebration NAWBO Chicago Achievement Luncheon.

Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor in New York

eNewsChannels NEWS: -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.

A New Light in Fort Collins Colorado – Brightscape Investment Centers Shines with Integrity, Truth, and Trust

eNewsChannels NEWS: -- Brightscape Investments (Brightscape Investment Centers) was founded by Eric Weiss, a Certified Financial Planner(tm) professional, who saw clients' best interests not being served while working at a large financial institution. This experience motivated Eric to start a company that put the client's interest first.

Conte Wealth Advisors, LLC Opens Office in Tampa Florida for Financial and Retirement Planning Services

eNewsChannels NEWS: -- Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.

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