Motif Investing Adds $35 Million in Funding From JPMorgan Chase, Wicklow Capital, and Balderton Capital
08 mai 2014 09h03 HE | Motif Investing
SAN MATEO, CA--(Marketwired - May 8, 2014) - Motif Investing, a pioneer in low-cost, ideas-based investing, today announced that it has raised $35 million in funding from JPMorgan Chase & Co.,...
Fiduciary Trust Company International's Ellen Kratzer Receives "Women Who Dared Award" From the National Council of Jewish Women New York
08 mai 2014 09h00 HE | Fiduciary Trust Company International
NEW YORK, NY--(Marketwired - May 8, 2014) - Fiduciary Trust Company International, a global investment management firm serving individuals, families, endowments and foundations and subsidiary of...
Andrew Heitner Joins Fieldpoint Private as Managing Director and Senior Advisor
07 mai 2014 10h00 HE | Fieldpoint Private Bank & Trust
GREENWICH, CT--(Marketwired - May 7, 2014) -  Fieldpoint Private today announced that Andrew Heitner has joined the firm as a Managing Director and Senior Advisor. Mr. Heitner's arrival from...
Fiduciary Trust Company International Elects Margot Bogert to Board of Directors
30 avr. 2014 15h30 HE | Fiduciary Trust Company International
NEW YORK, NY--(Marketwired - Apr 30, 2014) - Fiduciary Trust Company International, a global investment management firm serving individuals, families, endowments and foundations and an affiliate of...
Antaeus Wealth Advisors Announce the Top Reasons to Hire a Financial Advisor and Advice for Individuals and Couples of Emerging Wealth
22 avr. 2014 13h21 HE | Antaeus Wealth Advisors
BOSTON, MA--(Marketwired - Apr 22, 2014) - Antaeus Wealth Advisors, a comprehensive financial services practice based in Boxborough, MA, offers a broad range of financial services to a variety of...
NewGumasLogo.jpg
Bell Investment Advisors Offers Webinar, "Are You Missing Strategic Benefits From Social Security?"
08 avr. 2014 11h22 HE | Bell Investment Advisors
OAKLAND, CA--(Marketwired - Apr 8, 2014) - Bell Investment Advisors, www.bellinvest.com, a Bay Area registered investment advisory firm, announced today they will be conducting a webinar, "Are You...
Fiduciary Trust Chief Investment Officer S. Mackintosh Pulsifer to Retire From the Role in June 2014; Successor, Ronald J. Sanchez, CFA Named
13 févr. 2014 13h40 HE | Fiduciary Trust Company International
NEW YORK, NY--(Marketwired - Feb 13, 2014) - Fiduciary Trust Company International, a global investment management firm serving individuals, families, endowments and foundations and an affiliate of...
NewGumasLogo.jpg
Bell Investment Advisors Offers Lunch and Learn Event
10 févr. 2014 13h39 HE | Bell Investment Advisors
OAKLAND, CA--(Marketwired - Feb 10, 2014) - Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced that it will be hosting a lunch and learn event, "Are You...
Jonathan K. DeYoe Announces That DeYoe Wealth Management, Inc. Is Now a Registered Investment Advisor
06 févr. 2014 14h27 HE | DeYoe Wealth Management
BERKELEY, CA--(Marketwired - Feb 6, 2014) -   Jonathan K. DeYoe of DeYoe Wealth Management, Inc., who provides financial planning and investment advisory services in Berkeley and Oakland,...
Fieldpoint Private Announces New Chairman
30 janv. 2014 12h42 HE | Fieldpoint Private Bank & Trust
GREENWICH, CT--(Marketwired - Jan 30, 2014) - Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra high net worth families and institutions, today announced...