Adviser Investments Names Mario Ramos as Chief Executive Officer
May 24, 2022 09:15 ET
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Adviser Investments
Newton, Massachusetts, May 24, 2022 (GLOBE NEWSWIRE) -- Adviser Investments, LLC (“Adviser Investments”) today announced it has appointed Mario Ramos as Chief Executive Officer to lead the company’s...
Magnus Financial Group Announces Drew Collins Has Joined the Firm as a Senior Managing Director
May 05, 2022 09:00 ET
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Magnus Financial Group LLC
NEW YORK, May 05, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Drew Collins, CFA®, MBA, has joined the firm as a Senior Managing Director. Prior to...
Magnus Financial Group Announces Marc Beekman Has Joined the Firm as Investment Research Associate
May 03, 2022 09:00 ET
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Magnus Financial Group LLC
NEW YORK, May 03, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Marc Beekman has joined the firm as an Investment Research Associate. Prior to joining...
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Advisors Recognition
April 18, 2022 09:00 ET
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Magnus Financial Group LLC
NEW YORK, April 18, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®,...
WisdomTree Launches Portfolio and Growth Solutions
April 18, 2022 08:30 ET
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WisdomTree Investments, Inc.
NEW YORK, April 18, 2022 (GLOBE NEWSWIRE) -- WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, announced...
ADVISER INVESTMENTS AND POLARIS WEALTH ADVISORY GROUP TO JOIN FORCES
April 12, 2022 09:00 ET
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Adviser Investments
Newton, Massachusetts, and San Rafael, California, April 12, 2022 (GLOBE NEWSWIRE) -- Adviser Investments, LLC (“Adviser Investments” or “Adviser”) and Polaris Wealth Advisory Group (“Polaris”),...
Hamilton Capital, a Rapidly Growing $3.6 Billion RIA, Adds Another Powerful Financial Professional to Palm Beach Office
February 17, 2022 13:45 ET
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Hamilton Capital
PALM BEACH, Fla., Feb. 17, 2022 (GLOBE NEWSWIRE) -- Jeremy Dunlop, CFP® joins Hamilton Capital at its South Florida office (est. 2018) to support the firm's growing capabilities as it expands in the...
Sharon Hayut, CFP®, CDFA® Receives Forbes' Best-in-State Women Advisors Recognition
February 10, 2022 09:00 ET
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Magnus Financial Group LLC
NEW YORK, Feb. 10, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its Senior Managing Director, Sharon Hayut, CFP®,...
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
January 24, 2022 10:00 ET
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Magnus Financial Group LLC
NEW YORK, Jan. 24, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. ...
Magnus Financial Group Announces That Sharon Hayut, CFP®, CDFA® Has Joined the Firm as Senior Managing Director
January 07, 2022 09:00 ET
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Magnus Financial Group LLC
NEW YORK, Jan. 07, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Sharon Hayut, CFP®, CDFA® has joined the firm as Senior Managing Director. Prior to...