Steven A. Eddy, CPA, CGMA Joins Centurion Wealth to Lead Tax Preparation and Planning Services
November 18, 2022 05:15 ET | Centurion Wealth Management LLC
MCLEAN, Va., Nov. 18, 2022 (GLOBE NEWSWIRE) -- Centurion Wealth Management, LLC is pleased to announce that Steven A. Eddy, CPA, CGMA joined the firm at the company's McLean, VA headquarters. As...
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Juniper Square Announces Fund Administrator Alliance Program With JGM and Fleming Fund Services
November 17, 2022 12:00 ET | Juniper Square
SAN FRANCISCO, Nov. 17, 2022 (GLOBE NEWSWIRE) -- Juniper Square, the leading provider of partnership enablement for the private markets, announced alliances with JGM Fund Services ("JGM") and...
Global Portfolio Management System Market Report 2022: Increase in Emphasis on a Fact-Based Planning Process Driving Growth
November 14, 2022 04:43 ET | Research and Markets
Dublin, Nov. 14, 2022 (GLOBE NEWSWIRE) -- The "Global Portfolio Management System Market - Forecasts from 2022 to 2027" report has been added to ResearchAndMarkets.com's offering.The global...
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Archer Named Best Integrated Middle Office Platform by WatersTechnology
November 04, 2022 12:00 ET | Archer
BERWYN, Pa., Nov. 04, 2022 (GLOBE NEWSWIRE) -- ArcherĀ®, the tech-enabled service provider to the asset management industry, is proud to announce that it has been named the Best Integrated Middle...
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Investment Management Compliance Manual with Guidance on SEC Registration and Inspections, Advertising, Portfolio Turnover & Much More
October 24, 2022 05:08 ET | Research and Markets
Dublin, Oct. 24, 2022 (GLOBE NEWSWIRE) -- The "Investment Management Compliance Manual" directory has been added to ResearchAndMarkets.com's offering.The Dodd-Frank Act is full of items that will...
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Juniper Square Named Industry Leader in G2 Fall 2022 Grid Report for Real Estate Investment Management
October 18, 2022 10:08 ET | Juniper Square
SAN FRANCISCO, Oct. 18, 2022 (GLOBE NEWSWIRE) -- Juniper Square, the leading provider of partnership enablement for the private funds industry, has been named an industry leader by G2, Inc. in its...
Sterling Neblett CEPA, CFP® Named to AdvisorHub's 'Fastest Growing Advisors to Watch' List
October 03, 2022 05:00 ET | Centurion Wealth Management LLC
MCLEAN, Va., Oct. 03, 2022 (GLOBE NEWSWIRE) -- AdvisorHub recently released their "Fastest Growing Advisors To Watch" List and Centurion Wealth Management, LLC's cofounder, Sterling Neblett CEPA,...
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Final Weeks to Register for the Strategic Asset Allocation and Portfolio Management Course: Review Developments and Best Practices within the Investment Management Industry (November 7-9, 2022)
October 03, 2022 04:13 ET | Research and Markets
Dublin, Oct. 03, 2022 (GLOBE NEWSWIRE) -- The "Strategic Asset Allocation and Portfolio Management" training has been added to ResearchAndMarkets.com's offering. This practical 2 day course will...
Centurion Wealth's Sterling Neblett, Wendy Payne and Mark McKaig Named "Top Financial Professional" by Northern Virginia Magazine
September 15, 2022 05:00 ET | Centurion Wealth Management LLC
MCLEAN, Va., Sept. 15, 2022 (GLOBE NEWSWIRE) -- Northern Virginia Magazine has released its annual "Top Financial Professionals" List for 2022 and once again Centurion Wealth Management Partners...
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Chartwell Rehires PM/Senior Analyst for its Small and Mid Cap Growth Team
July 19, 2022 09:01 ET | Chartwell Investment Partners, LP
BERWYN, Pa., July 19, 2022 (GLOBE NEWSWIRE) -- Chartwell Investment Partners (Chartwell) is pleased to announce the re-hire of Theresa Tran, CFA, as a Portfolio Manager and Senior Analyst for its...