From Telemus Capital, Matt Dmytryszyn's resume spans 20 years as a research analyst for LaSalle Street, Russell Investments and Piper Jaffray.
Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.
Monaco Capital and Saling Simms have become the second and third firms to join Steward Partners’ new Legacy Division, established via acquisition late last year.