TAG Associates Announces Retirement of Founder Stanley Pantowich
December 20, 2021 11:00 ET
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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
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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
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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
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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...
TAG Associates Nominated for Three Private Asset Management Awards
December 01, 2020 12:59 ET
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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...
The Family Wealth Alliance Announces 2020 Young Professionals Awards Winners
October 28, 2020 16:21 ET
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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...
William Nix Joins as a Partner of LOHAS Capital and LOHAS Advisors
May 12, 2020 11:00 ET
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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,...
Tami Kesselman Joins as a Partner of LOHAS Advisors
February 04, 2020 08:00 ET
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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...
Saltmarsh, Cleaveland & Gund again named among Top 200 American accounting firms by INSIDE Public Accounting
September 10, 2019 11:45 ET
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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
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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...