Oyster Consulting Celebrates 15 Years of Excellence Serving Wealth Management Firms
October 17, 2023 07:00 ET
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Oyster Consulting LLC
Oyster Consulting, a top-tier consulting firm to the wealth management industry is celebrating its 15th Anniversary.
Oyster Consulting Hires John Ivan, Former Raymond James, Merrill Lynch Compliance Exec
August 17, 2023 07:00 ET
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Oyster Consulting LLC
RICHMOND, Va., Aug. 17, 2023 (GLOBE NEWSWIRE) -- Oyster Consulting, a financial services consulting firm providing consulting, outsourcing and software services, announced today that John Ivan has...
TAG Associates Wins Award for Best Private Client Investment Platform
May 12, 2023 09:00 ET
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TAG Associates, LLC
NEW YORK, May 12, 2023 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm won the 2023 Family Wealth Report...
TAG Associates Wins Two PAM Awards, Including Best Multi-Family Office
February 13, 2023 13:45 ET
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TAG Associates, LLC
NEW YORK, Feb. 13, 2023 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm won two Private Asset Management...
TAG Associates to Open Florida Office
January 23, 2023 09:30 ET
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TAG Associates, LLC
NEW YORK, Jan. 23, 2023 (GLOBE NEWSWIRE) -- TAG Associates, a $9 billion multi-family office and portfolio management services firm, today announced that the firm is opening an office in South...
Oyster Consulting Hires Jose Fernandez, Expanding Capital Markets Operations Expertise
April 26, 2022 07:00 ET
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Oyster Consulting LLC
RICHMOND, Va., April 26, 2022 (GLOBE NEWSWIRE) -- Oyster Consulting, a financial services consulting firm providing consulting, outsourcing and software services, announced today that Jose Fernandez...
TAG Associates Nominated for Four Industry Awards
January 25, 2022 10:00 ET
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TAG Associates, LLC
NEW YORK, Jan. 25, 2022 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm was nominated for two Family...
TAG Associates President Jonathan Bergman Shortlisted for Family Wealth Report Leading Individual Award
December 05, 2019 09:00 ET
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TAG Associates, LLC
NEW YORK, Dec. 05, 2019 (GLOBE NEWSWIRE) -- TAG Associates, a leading multi-family office and portfolio management services firm, today announced that its President, Jonathan Bergman, has been...
CLARK CAPITAL MANAGEMENT EARNS ENVESTNET’S STRATEGIST OF THE YEAR HONOR
May 08, 2017 07:30 ET
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Clark Capital Management Group
Philadelphia, May 08, 2017 (GLOBE NEWSWIRE) -- PHILADELPHIA, PA, May 8, 2017 – Clark Capital Management Group, an independent asset manager, was named Strategist of the Year for its Navigator®...
The Palisades Group Announces Completion of Management Buyout from Banc of California, Inc.
July 06, 2016 08:30 ET
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The Palisades Group
LOS ANGELES, July 06, 2016 (GLOBE NEWSWIRE) -- The Palisades Group today announced the completion of its management buyout of The Palisades Group, LLC (“Palisades”) from Banc of California,...