EP Wealth has acquired CornerCap Investment Counsel, an Atlanta-based firm with $1.1 billion in managed assets. It’s EP Wealth’s fourth deal this year and the second totaling more than $1 billion in ...
NEW YORK--(BUSINESS WIRE)--Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Jason Thomas has joined the firm as a wealth ...
CHARLESTON, S.C. & ATLANTA--(BUSINESS WIRE)--Apollon Wealth Management (“Apollon”) and Catalyst Wealth Management (“Catalyst”) are excited to announce a partnership. The new DBA, Catalyst Apollon, ...
The addition of two advisors to Stamford, Conn.-based NewEdge Wealth has enabled the firm to expand its presence in Atlanta, NewEdge announced today. Paul Izlar and Brendan Keelan have joined NewEdge ...
ATLANTA--(BUSINESS WIRE)-- Northern Trust has appointed Jordan Kiel as president of the Georgia market responsible for leading an Atlanta-based team in the delivery of holistic advice, superior client ...
NewEdge Wealth has expanded its leadership team in Atlanta with the appointment of two financial professionals, marking another step in the firm’s ongoing growth across the Southeast. Paul Izlar joins ...
Here is our annual ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Atlanta has long been a city defined by growth, resilience ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The acquisition is the largest ...
Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team "I am excited and honored to join Fiduciary Trust International’s Atlanta team," said Mr.
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