The Charlotte, North Carolina-based firm will join Guardian Capital.
John Roberts becomes executive vice president and chief distribution officer as Tim Gerend is promoted to president.
The firm is creating a new institutional business unit.
The firm has added its first private advisor team in Richmond, Virginia.
If the industry can overcome some major hurdles, it could be.
The 15-year-old firm’s leaders looking forward to focusing on client relationships.
The Washington team was attracted to the autonomy and financial planning capabilities the firm offered.
Bernstein Private Wealth Management is bolstering its platform for elite clients.
Firm will create dedicated division leveraging new agreement with the Premier Sports Network.
Two firms in New Jersey and California have united under a single brand.
