Janney Montgomery Scott Selects Vestmark’s Model Trading Service
June 06, 2018 08:00 ET
|
Vestmark, Inc.
Partnership provides outsourced model management, trading and rebalancing services to Janney Montgomery Scott. Launched in April 2018, the Service oversees $600 million in AUM across 50 managers and...
EY Announces John Lunny of Vestmark Entrepreneur Of The Year® 2018 Award Finalist in New England Region
June 05, 2018 08:30 ET
|
Vestmark, Inc.
BOSTON, June 05, 2018 (GLOBE NEWSWIRE) -- EY today announced that John Lunny, CEO of Vestmark is a finalist for the Entrepreneur Of The Year® 2018 Award in the New England program. The awards...
Vestmark Launches Model Trading Service
May 30, 2018 08:30 ET
|
Vestmark, Inc.
New outsourced model management, trading and rebalancing service offers turnkey solution to make Broker Dealer firms, RIAs and Banks more efficient. Resulting productivity gains generate hard-dollar...
Vestmark Appoints UMB Veteran, Steven A. Smith, as Senior Vice President of Business Development
May 17, 2018 09:21 ET
|
Vestmark, Inc.
WAKEFIELD, Mass., May 17, 2018 (GLOBE NEWSWIRE) -- Vestmark, a leading provider of wealth management solutions, today announced that Steven Smith has joined as Senior Vice President of Business...
Boston Business Journal Honors Vestmark as “Best Places to Work” Two Years in a Row
May 09, 2018 09:30 ET
|
Vestmark, Inc.
WAKEFIELD, Mass., May 09, 2018 (GLOBE NEWSWIRE) -- Vestmark, a leading provider of wealth management solutions, was recognized for a second consecutive year as a 2018 Best Places to Work honoree by...
EY Announces John Lunny of Vestmark Entrepreneur Of The Year® 2018 New England Award Semifinalist
May 01, 2018 09:00 ET
|
Vestmark, Inc.
BOSTON, May 01, 2018 (GLOBE NEWSWIRE) -- EY today announced that John Lunny, Chief Executive Officer of Vestmark, is a semifinalist for the Entrepreneur Of The Year® 2018 Award in the New England...
Vestmark Expands Vestmark Manager Marketplace Service, Unveiling Research Portal with Focus on Transparency, User-Friendly Interface
February 26, 2018 08:00 ET
|
Vestmark, Inc.
WAKEFIELD, Mass., Feb. 26, 2018 (GLOBE NEWSWIRE) -- Vestmark, a leading provider of wealth management solutions, today announced the launch of a research portal to support the Vestmark Manager...
Built In Boston Recognizes Vestmark as a Top 100 Boston Tech Company
December 14, 2017 08:00 ET
|
Vestmark, Inc.
WAKEFIELD, Mass., Dec. 14, 2017 (GLOBE NEWSWIRE) -- Vestmark, a leading provider of wealth management solutions, is honored to be included in Built In Boston’s Top 100 Tech Companies. Built In...
Vestmark Poll Finds Majority of Financial Firms Plan to Include Robo-Advisor Strategies
June 08, 2017 08:30 ET
|
Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - June 08, 2017) - Vestmark, a leading provider of Unified Wealth Management® solutions, today released poll results captured during their recent webinar, High Tech, High...
Vestmark CFO Named as Boston Business Journal's 2017 CFO of Year Honoree
May 25, 2017 08:00 ET
|
Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - May 25, 2017) - Vestmark, a leading provider of Unified Wealth Management® solutions, announced that its Chief Financial Officer, Tiffany Freitas, is a Boston Business...