Tag: Investment Services
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Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors
FRANKLIN, Tenn. — Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN were…
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Southwestern Investment Group Celebrates 20th Anniversary
FRANKLIN, Tenn. — Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation’s fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.
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Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation
COLORADO SPRINGS, Colo. — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.
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Fairport Wealth Announces 2022 Community Beacon Recipient
CLEVELAND, Ohio — Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook’s mission.
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Blaylock Van Serves as Co-Manager for $1.5 Billion State Street Debt Issuance
NEW YORK CITY, N.Y. — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.’s $1.5 debt issuance. The senior unsecured debt issuance, part of State Street’s DE&I focus, involved four black-owned investment firms.
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Jennifer Oliverio Takes Over Local Edward Jones Branch Office
PUEBLO, Colo. — Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.
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Galway Holdings Announces Formal Close of MAI Capital Management Deal
SAN FRANCISCO, Calif. — Galway Holdings (“Galway”) today announced its investment in MAI Capital Management, LLC (“MAI”) has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.
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Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York
NEW YORK, N.Y. — Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.
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Financial Advisor Keith Eckhardt of Edward Jones Receives Accredited Asset Management Specialist® Designation
COLORADO SPRINGS, Colo. — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.