Roklyn serves wealth management firms in California. Our connections run deeper because of the specialized focus on one location. We place both local and remote candidates for California Firms. Get In Touch What Our Clients Say Darci was able to connect me with a company that aligned with my ...
Lindbrook Capital is a boutique wealth management firm providing high-level investment advice and financial planning services to affluent families, individuals, foundations and endowments.
Advisor Group, the network of independent wealth management firms, appointed Clayton Chandler as chief security, privacy and data officer. Most recently, Chandler was chief information security officer, global head of cyber security and Americas head of technology security with Credit Suisse. Bank of ...
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BIP Wealth, one of the Southeast's leading wealth management firms, today announced the addition ofJohn Hesterto its team of Personal Wealth Advisors. Hester was previously a Financial Advisor at Pacific Capital Resource Group inScottsdale, Arizona. Prior to Pacific Capital, he was a professional ...
Concurrent added five new advisor teams with more than $440 million in collective client assets—Allegiant Wealth Partners in Virginia Beach, Va.; Danielson Tate Capital Partners in Mandeville, La.; Spectrum Wealth Partners in West Berlin, N.J.; Price Financial Management in Berlin Township, ...
Financial advisors and wealth management firms choose Wealthtender as their marketing partner to get found online and convert more prospects into clients. The # 1 Online Community for Financial AdvisorsAGC™ (Advisors Growing as a Community) is a safe, collaborative community for financial advisors ...
Los Angeles Capital Management, a global quantitative equity firm, promoted Dr Edward Rackham to co-chief investment officer, and Brad Rowe to chief research officer. Dr Rackham has been at the firm for more than 11 years, working with the portfolio management, research, and trading departments...
EY Americas FSO Assurance Partner, Private Equity/Wealth & Asset ManagementPassionate about audit innovation. Writer of short fiction. Philadelphia Eagles and Los Angeles Dodgers superfan. Send e-mail to Govind Mohan, CFA Open LinkedIn profile of Govind Mohan, CFA ...
Cetera ties for third-most finalists among more than 1,000 entries from over 400 firms LOS ANGELES,June 18, 2024/PRNewswire/ --Cetera Financial Group, the premier financial advisor Wealth Hub, announced today that it has been recognized as a finalist for four 2024 Wealth Management Industr...