A JPMorgan Bank rep who advises on $200 million also moves to Atlanta-based Arkadios Capital.
Bruce and Jeff tackle big industry issues with Brian Hart from KPMG, including when and how employees are expected to return to the office, and talk to Sonya Dreizler of Choir, a trailblazer in setting new industry standards for diversity at big conferences.
John and Jennifer Tarantino affiliate with LPL Financial in Florham Park, New Jersey.
The Florida-based advisers are joining the firm from Truist.
Three-quarters fear new Covid variant could cause a recession.
The deal for Portfolio Evaluations of New Jersey is Captrust’s 54th acquisition since 2006.
Retirement plan consultant Gouldin & McCarthy is based in Basking Ridge, New Jersey.
The fund giant says it also added $20 billion in defined-benefit assets last year.
Wrenn Financial Strategies in Raleigh, North Carolina, is the firm's latest acquisition.
Hugh Lau is leaving D.A. Davidson to start his own firm in Lincoln, Nebraska.
