Tuesday, July 16, 2024

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Aaron Simmons Joins Napatree Capital

Napatree Capital Welcomes Aaron Simmons as a Principal and Senior Wealth Advisor Westerly, RI – April 15, 2024 – Napatree Capital is pleased to announce...
Margaret Hartigan co-founded Providence-based Marstone Inc. in 2013. She previously worked as a financial adviser at Merrill Lynch and as a startup entrepreneur.  / PBN PHOTO/MICHAEL SALERNO

Strive for inclusivity

Margaret J. Hartigan Marstone Inc. co-founder and CEO It is often said that necessity is the mother of all invention. The innovation born out...

Nick Loring of Loring Advisory Group Honored as Forbes Top 100...

Loring Advisory Group, a wealth management firm in Smithfield, RI, today announces that its Principal, Nick Loring, CFP®, CIMA®, MBA, CRPC®, CRPS®, has been...

PensionmarkMeridien Partners With Lion Street

PensionmarkMeridien (“Meridien”) has entered into a strategic relationship with Lion Street, Inc. In joining Lion Street as a new member-owner, Meridien adds vast experience...

Nick Loring of Loring Advisory Group Honored in Forbes’ Best-In-State Next-Gen...

Loring Advisory Group, a wealth management firm in Smithfield, RI, today announces that its Principal, Nick Loring, CFP®, CIMA®, MBA, CRPC®, CRPS®, has been...

Five Questions With: Mark Rapoza

Mark Rapoza has been with Barrett & Co. in Providence since 1994. He is certified as a fund and income specialist by the Institute...

Five Questions With: Edythe M. De Marco

Edythe M. De Marco, managing director and wealth-management adviser at The De Marco-McCarthy Group at Merrill Lynch/Bank of America in Providence, has been recognized...

Five Questions With: Malcolm A. Makin

Malcolm A. Makin founded Professional Planning Group Inc., an independent investment advisory firm in Westerly, in 1975. Through investment banking company Raymond James, Makin...

Dev Singh joins J.P. Morgan Private Bank, serving Rhode Island and...

Dev Singh has joined J.P. Morgan Private Bank as a Client Advisor, Vice President. Based at the firm’s Boston, Massachusetts office, he focuses on...

Commercial-lending gains power WashTrust earnings

WESTERLY – Washington Trust Bancorp Inc., parent of The Washington Trust Co., rode double-digit increases in its commercial lending lines of business to record...
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