See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Dimple Shah will join as Executive Vice President or Corporate Strategy and Iryna Northrip will come onboard as CCO, Investment Strategy, according to the network of independent wealth management firms.
According to the Justice Department, Jeffrey N. Crossland conspired to defraud four churches and a real estate development company of more than $3.5 million.
The additions of Pedie Monta and McKennon 'Mac' Laas will grow the division that launched in December focused on clients with significant land holdings, including oil and gas reserves.
Permit Capital Advisors brings alternative investment and philanthropic experience to Cerity Partners’ growing landscape of financial services for the ultrawealthy.