Steven A. Eddy, CPA, CGMA Joins Centurion Wealth to Lead Tax Preparation and Planning Services
18 nov. 2022 05h15 HE
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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...
Juniper Square Announces Fund Administrator Alliance Program With JGM and Fleming Fund Services
17 nov. 2022 12h00 HE
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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
14 nov. 2022 04h43 HE
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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...
Archer Named Best Integrated Middle Office Platform by WatersTechnology
04 nov. 2022 12h00 HE
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Archer
BERWYN, Pa., Nov. 04, 2022 (GLOBE NEWSWIRE) -- Archer®, the tech-enabled service provider to the asset management industry, is proud to announce that it has been named the Best Integrated Middle...
Investment Management Compliance Manual with Guidance on SEC Registration and Inspections, Advertising, Portfolio Turnover & Much More
24 oct. 2022 05h08 HE
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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...
Juniper Square Named Industry Leader in G2 Fall 2022 Grid Report for Real Estate Investment Management
18 oct. 2022 10h08 HE
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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
03 oct. 2022 05h00 HE
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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,...
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)
03 oct. 2022 04h13 HE
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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
15 sept. 2022 05h00 HE
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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...
Chartwell Rehires PM/Senior Analyst for its Small and Mid Cap Growth Team
19 juil. 2022 09h01 HE
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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...