Tag: Wealth Management
Being a millionaire ain’t what it used to be
As a child, Heidi Barley watched her family pay for groceries with food stamps. As a college student, she dropped out because she couldn’t...
Fidelity launches 2 new ETF model portfolios for wealth management firms
PROVIDENCE – Fidelity Investments Inc. has expanded its model portfolio lineup for wealth management firms with the launch of two new exchange traded funds...
Crestwood Advisors names Paradis new partner
PROVIDENCE – Tim Paradis has been promoted to partner at boutique investment advisory and wealth management firm Crestwood Advisors, which is based in Boston...
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...
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...
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