InvestmentNews1d
New Edge Wealth, EP Wealth announce managing director hires
April Rosenberg is based in the firm’s San Diego office and reports to Eric Voisin, managing director, Wealth Management ...
Next-Generation Advisor Kenneth Chavis IV Shares What He Has Learned Working With Wealthy Clients
Kenneth Chavis IV, a senior wealth advisor at Versant Capital Management, is helping to build out the firm’s family office ...
Business Observer12d
Naples wealth advisory firms, one with $2.5B in assets, announce partnership
Capital Wealth Advisors and Bray Capital Advisors are merging in what the entities call a strategic partnership.