Want to stay updated on the latest news?
Create a Reader Account today to follow the industries and companies that interest you, and customize your news dashboard. SIGN INTO READER ACCOUNT CREATE READER ACCOUNT
TAG Associates to Open Florida Office
January 23, 2023 09:30 ET
|
TAG Associates, LLC
NEW YORK, Jan. 23, 2023 (GLOBE NEWSWIRE) -- TAG Associates, a $9 billion multi-family office and portfolio management services firm, today announced that the firm is opening an office in South...
Old National Debuts Enhanced Wealth Management Business for High Net-Worth Individuals and Institutions
January 18, 2023 08:30 ET
|
Old National Bancorp
EVANSVILLE, Ind., Jan. 18, 2023 (GLOBE NEWSWIRE) -- To better meet the diverse, often complex financial and wealth advisory needs of high-net-worth individuals and institutions, Old National today...
WORLD INSURANCE ASSOCIATES LAUNCHES WORLD PRIVATE CLIENT GROUP
October 04, 2022 08:44 ET
|
World Insurance Associates
Iselin, NJ, Oct. 04, 2022 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (World), a leading insurance brokerage, announced today that it launched World Private Client Group (WPCG) within its...
TAG Associates Wins PAM Award for Investment Due Diligence Processes
March 01, 2022 10:30 ET
|
TAG Associates, LLC
NEW YORK, March 01, 2022 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that it won Best Family Office – Due Diligence...
TAG Associates Nominated for Four Industry Awards
January 25, 2022 10:00 ET
|
TAG Associates, LLC
NEW YORK, Jan. 25, 2022 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm was nominated for two Family...
TAG Associates to Serve as Founding Supporter of Greenhouse Scholars in New York
January 18, 2022 11:48 ET
|
TAG Associates, LLC
NEW YORK, Jan. 18, 2022 (GLOBE NEWSWIRE) -- TAG Associates, a leading multi-family office and portfolio management services firm, today announced that it has partnered with Greenhouse Scholars, an...
TAG Associates Announces Retirement of Founder Stanley Pantowich
December 20, 2021 11:00 ET
|
TAG Associates, LLC
NEW YORK, Dec. 20, 2021 (GLOBE NEWSWIRE) -- TAG Associates, LLC, a leading multi-family office, announced today that TAG Co-Founder Stanley Pantowich is retiring from the firm, effective Dec. 31,...
Burnham Risk and Insurance Solutions LLC Hires Theresa Gala as Vice President of Personal Lines
October 07, 2021 15:04 ET
|
Burnham Benefits
LOS ANGELES and SAN FRANCISCO, Oct. 07, 2021 (GLOBE NEWSWIRE) -- Theresa Gala, vice president of personal lines, joins Burnham Risk and Insurance Solutions LLC to lead the private client practice. ...
City National Bank Hires Private Banking Team in Philadelphia
June 29, 2021 09:05 ET
|
City National Bank
PHILADELPHIA, June 29, 2021 (GLOBE NEWSWIRE) -- City National Bank announced today that it has hired a new team of private bankers to serve the greater Philadelphia area. The team is based in...
TAG’s Stacy Haislip Named One of 2021’s Notable Women on Wall Street
March 08, 2021 15:10 ET
|
TAG Associates, LLC
NEW YORK, March 08, 2021 (GLOBE NEWSWIRE) -- TAG Associates, LLC, a leading multi-family office, is pleased to announce that Stacy Haislip, Director and Portfolio Manager with TAG’s portfolio...