The actively managed JFWD will invest in “innovative, forward-thinking companies that the team believes are leveraging technology to create significant competitive advantages.”
The private equity firm will help the company pursue 'continued growth, technology development and expansion by acquisition,' according to the RIA. Founder and CEO Ron Carson will still be the majority owner.
With new capital backing from the Pritzker Organization and Goldman Sachs custody, Steward Partners has boosted its recruiting, adding seven advisors in six weeks.
U.S. Bank’s Beth Lawlor forged deeper connections than she expected meeting with coworkers and clients virtually during the pandemic. She’s taking the lessons she’s learned over the past 15 months and applying them on her upcoming “world tour” of...