Tag: Wealth Management
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...
Five Questions With: Joseph Confessore
Joseph Confessore is leading The Washington Trust Co.’s new Private Clients Group, designed to provide a spectrum of banking and investment services for business...
Shift from active to passive approaches tipping point in 2019
BOSTON – A line between active and passive funds is set to be crossed next year.
When it comes to mutual funds and exchange-traded funds...
How big will the stock market losses have to be for...
Since hitting a small peak on Dec. 3, the Dow Jones Industrial Average has lost 8.5 percent of its value (although since hitting a...
Citizens agrees to acquire N.Y.-based wealth management firm
PROVIDENCE – Citizens Financial Group Inc. has entered into a definitive agreement to acquire Clarfeld Financial Advisors LLC, the company announced Monday.
Citizens said the...
De Marco fosters wealth-nurturing team
Industry Leader, Financial Services | Edythe M. De Marco, Merrill Lynch/Bank of America
You can talk about how Edythe M. De Marco joined Merrill...
Five Questions With: Gary Friedmann
Gary Friedmann is a vice president and portfolio manager for Rockland Trust’s Investment Management Group. In addition to serving clients out of the Providence...
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