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Key Private Bank has named Michael Rieger as its new senior vice president and market leader for the Hudson Valley and metro New York...
Altium Wealth Management, a financial advisory company based in Purchase that focuses on serving high-net-worth clients, launches Altelligence, its proprietary investment management platform. The platform...
“We’re very fortunate to be in this position right now,” says Barnum CEO Paul Blanco. “The hardest part of our business is finding the right people to join our staff.”
"We view financial planning as a process that goes way beyond just investments," said People's United Advisors' Zuzana K. Brochu.
This is the company's second acquisition this week, following the purchase of the Lovitt & Touché insurance agency.
"We are not investing in bitcoin, 3-D printing, AI and the fringe social media stuff," Shipman said.
All told, six Fairfield County wealth advisors made the magazine's list.
The firm’s wealth management unit accounted for 41 percent of Morgan Stanley’s revenues in the first quarter, up from 34 percent when CEO James P. Gorman took the helm three years ago.