Tag: Wealth Management
Driving Forces: Bruce Van Saun
Bruce Van Saun
Citizens Financial Group Inc. chairman and CEO
The clear-eyed leader of the largest Rhode Island-based bank told weary state business leaders what they...
Citizens President Brendan Coughlin expands role to oversee commercial banking
PROVIDENCE – Citizens Financial Group Inc. President Brendan Coughlin has taken on oversight of the bank’s Commercial Banking division, expanding his responsibilities across the...
Rockland Trust expands Providence investment management presence
PROVIDENCE – Rockland Trust is expanding its Providence-based investment management operations, continuing to grow its wealth management footprint in Rhode Island.
As part of that...
Savant Wealth Management expands New England presence with acquisition of Mass....
PROVIDENCE – Savant Wealth Management, a national wealth management firm with an office in Middletown, has partnered with Massachusetts-based Heritage Financial Services in a...
Karen Robinson Joins PensionmarkMeridien
PensionmarkMeridien announced that Karen Robinson has joined the firm as Managing Director, supporting retirement plan clients and business development. With broad industry experience she...
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...
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