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. ...
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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...
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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...
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TAG Associates Nominated for Three Private Asset Management Awards
December 01, 2020 12:59 ET | TAG Associates, LLC
NEW YORK, Dec. 01, 2020 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm was shortlisted for three Private...
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The Family Wealth Alliance Announces 2020 Young Professionals Awards Winners
October 28, 2020 16:21 ET | Family Wealth Alliance
CHICAGO, Oct. 28, 2020 (GLOBE NEWSWIRE) -- The Family Wealth Alliance is pleased to announce the 25 recipients of its 2020 Young Professionals in Family Wealth Awards, which honor family wealth...
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William Nix Joins as a Partner of LOHAS Capital and LOHAS Advisors
May 12, 2020 11:00 ET | LOHAS Advisors
LOS ANGELES, May 12, 2020 (GLOBE NEWSWIRE) -- LOHAS has added an industry-leading social impact entertainment expert to its team! William Nix has extensive experience in the entertainment, media,...
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Tami Kesselman Joins as a Partner of LOHAS Advisors
February 04, 2020 08:00 ET | LOHAS Advisors
NEW YORK, Feb. 04, 2020 (GLOBE NEWSWIRE) -- The LOHAS team has a new impact investing pro! A Harvard-educated strategist and former Bain consultant, Tami Kesselman is a pioneer and thought leader on...
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Saltmarsh, Cleaveland & Gund again named among Top 200 American accounting firms by INSIDE Public Accounting
September 10, 2019 11:45 ET | Saltmarsh, Cleaveland & Gund CPA
TAMPA, Fla. and PENSACOLA, Fla., Sept. 10, 2019 (GLOBE NEWSWIRE) -- Saltmarsh, Cleaveland and Gund, one of the largest CPA-led business advisory firms in the southeastern U.S., was again ranked...
Jeffrey D. Mills Joins BMT Wealth Management as Chief Investment Officer
August 19, 2019 08:15 ET | Bryn Mawr Bank Corporation
BRYN MAWR, Pa., Aug. 19, 2019 (GLOBE NEWSWIRE) -- Bryn Mawr Trust (BMT), wholly owned by Bryn Mawr Bank Corporation (NASDAQ: BMTC), announced today that Jeffrey Mills has joined their wealth...
Edward Garris Joins BMT Wealth Management as Vice President and Wealth Advisor 
August 14, 2019 09:15 ET | Bryn Mawr Bank Corporation
BRYN MAWR, Pa., Aug. 14, 2019 (GLOBE NEWSWIRE) -- Bryn Mawr Trust (BMT), wholly owned by Bryn Mawr Bank Corporation (NASDAQ: BMTC), announced today that Edward Garris has joined as a Vice President...