Tag: Investment Services
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Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine
NEW YORK, N.Y. — Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.
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Christopher Henderson joins Palisade Capital Management
FORT LEE, N.J. — Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade’s institutional business.
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Eckhardt Receives Edward Jones Award for Exceptional Achievement in Building Client Relationships
COLORADO SPRINGS, Colo. — Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm’s exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.
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Financial Advisor Mike Biehl Receives Edward Jones Spirit of Caring Award
COLORADO SPRINGS, Colo. — Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm’s exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.
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Keith Eckhardt receives two Edward Jones Awards for Exceptional Achievement in Building Client Relationships
COLORADO SPRINGS, Colo. — Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.
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Salomon Brothers Expands Capital Markets Team with New Initiative in Equity Research
NEW YORK, N.Y. — Salomon Brothers has expanded its institutional capital markets division with the addition of eight senior hires, launching the firm’s equity research initiative. As other Wall Street firms reduce headcount, Salomon Brothers continues to seek qualified candidates, and these new hires solidify the bank’s commitment to hiring exceptional professionals.
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Palisade Capital Management Announces New Equity Partners
FORT LEE, N.J. — Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with approximately $4.1 billion of assets under management, is pleased to announce nine new equity partners, completing an important phase of Palisade’s strategic plan and evolution.
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Aldy Damian the CEO of Accredas Investments announces the sale of its latest commercial transaction, Walgreens – Denver, CO MSA
ROLLING HILLS ESTATES, Calif. — Aldy Damian, CEO of Accredas Investments, announces sale and close of its latest marketed commercial property. The sale of Walgreens in Denver, CO MSA adds to the previous twelve month running gross sales proceeds totaling $71 Million dollars for the last fiscal year attributed to Accredas Investments.
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Leonard Jones Joins Blaylock Van, Wall Street’s Oldest Continually Operating Black-Owned Firm, as Executive Director of Municipal Banking, Public Finance
NEW YORK CITY, N.Y. — Industry veteran Leonard Jones has been named Executive Director of Municipal Banking and Head of Public Finance for Blaylock Van, LLC, the nation’s longest-continuously operating Black-owned investment firm. In this role, he will lead the firm’s banking team and solutions for local and municipal government organizations with a focus on…
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Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Management Teams List – in Illinois
WARRENVILLE, Ill. — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.