Tag: Investment Services
-
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.
-
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.
-
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.
-
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.
-
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…
-
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.
-
Financial Advisor Jennifer Oliverio co-hosts one of Edward Jones’ Centennial celebrations in Pueblo Colorado
PUEBLO, Colo. — St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones’ more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone and…
-
Bellvue Rush Is Bringing the Investment Strategies of the 1 Percent to Everyone
DELRAY BEACH, Fla. — Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.
-
DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County
WESTLAKE VILLAGE, Calif. — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.