TAG Associates Announces Retirement of Founder Stanley Pantowich
20 déc. 2021 11h00 HE
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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
07 oct. 2021 15h04 HE
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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
29 juin 2021 09h05 HE
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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
08 mars 2021 15h10 HE
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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
01 déc. 2020 12h59 HE
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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
28 oct. 2020 16h21 HE
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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
12 mai 2020 11h00 HE
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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
04 févr. 2020 08h00 HE
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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
10 sept. 2019 11h45 HE
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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
19 août 2019 08h15 HE
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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...