Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Advisors Recognition
April 18, 2022 09:00 ET | Magnus Financial Group LLC
NEW YORK, April 18, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®,...
Enhanced Profiles Drive BlackRock, Invesco and Boutique Managers to The Wealth Advisor's New Model Portfolio Selection Guide
October 22, 2021 14:03 ET | The Wealth Advisor
SANTA MONICA, Calif., Oct. 22, 2021 (GLOBE NEWSWIRE) -- The Wealth Advisor, a Marina Media LLC publication, today announced the upcoming launch of the first Model Portfolio & SMA Strategists:...
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FOX Announces Baker Tilly as New Member of Industry-Leading Thought Leader Council
August 19, 2021 17:40 ET | Family Office Exchange LLC
CHICAGO, Aug. 19, 2021 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), the industry-leading membership organization servicing multi-generational families, family office executives, and trusted...
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The Cortale Group Gives Back During The Coronavirus Pandemic
May 25, 2020 08:00 ET | The Cortale Group at LPL Financial
WASHINGTON, May 25, 2020 (GLOBE NEWSWIRE) -- With the continued uncertainty surrounding the Covid-19 pandemic, John Cortale, Senior Vice President and Wealth Advisor of the Cortale Group at LPL...
Peapack-Gladstone Bank Hires John A. Trobiano, Senior Managing Director, Wealth Advisor for Peapack Private Wealth Management
October 23, 2019 11:24 ET | Peapack-Gladstone Financial Corporation
Bedminster, NJ, Oct. 23, 2019 (GLOBE NEWSWIRE) -- via NEWMEDIAWIRE --Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market:  PGC) and Peapack-Gladstone Bank announce the hiring of...
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Family Office Exchange Hosting Free Webinar Covering Key Trends Impacting Advisors to Ultra-High Net Worth Families
May 16, 2019 15:30 ET | Family Office Exchange LLC
CHICAGO, May 16, 2019 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), the industry-leading membership organization for families, family office executives, and trusted advisors, will host a...
Live Oak Private Wealth
Live Oak Bank Launches Live Oak Private Wealth
September 04, 2018 08:00 ET | Live Oak Bancshares, Inc.
WILMINGTON, N.C., Sept. 04, 2018 (GLOBE NEWSWIRE) -- Live Oak Bank is pleased to announce the creation of Live Oak Private Wealth, a company dedicated to providing high-net-worth individuals and...
Peapack-Gladstone Bank Hires Christopher J. Colombo, CPA, MBA, as a Wealth Advisor for its Subsidiary, Quadrant Capital Management
June 05, 2018 12:04 ET | Peapack-Gladstone Financial Corporation
BEDMINSTER, NJ, June 05, 2018 (GLOBE NEWSWIRE) -- Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack-Gladstone Bank announce the hiring of Christopher J. Colombo,...
Delegate Advisors Wins Multi-Family Office Award from Family Wealth Report
March 14, 2018 12:28 ET | Delegate Advisors
SAN FRANCISCO, March 14, 2018 (GLOBE NEWSWIRE) -- Delegate Advisors, LLC, a boutique family office and investment advisor, won the Family Wealth Report Award in the category of Multi-Family Office...
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FOX Public Webinar on Jan. 31 to Help Advisors Create More Attractive Employment Brands
December 19, 2017 10:00 ET | Family Office Exchange LLC
CHICAGO, Dec. 19, 2017 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global membership community of enterprise families and their key advisors, will offer a public webinar entitled “The New...