Waypoint Advisors to Join Cary Street Partners

Expands Cary Street Partners’ Geographic Presence in Virginia Cary Street Partners today announced that the firm has entered into a definitive agreement to acquire Virginia Beach, VA based independent registered investment advisor Waypoint Advisors. Founded in 2001, Waypoint Advisors serves …

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Jeffrey L. Burgess Joins Cary Street Partners in Johnson City, Tennessee

Johnson City, Tennessee – Cary Street Partners today announced that Jeffrey L. Burgess has joined the firm as a Financial Advisor in its Johnson City, Tennessee office. Burgess has over two decades of financial services industry experience. At Cary Street …

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Diane L. Sobin Joins Tradition Asset Management as Managing Director

Summit, New Jersey – Tradition Asset Management today announced that Diane L. Sobin, CFA has joined the firm as a Managing Director and member of Tradition’s Investment Committee. She brings her extensive capability working with research teams and portfolio managers …

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Kara Valentine, Chief Marketing Officer and Head of Business Development, Managing Director, discusses trends and challenges in financial communications

Kara Valentine, Chief Marketing Officer and Head of Business Development, Managing Director, discusses trends and challenges in financial communications …

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Tradition Capital Management listed in Financial Advisor’s 2019 RIA ranking

Did you hear a tornado alarm in May? That might have been the sound of Goldman Sachs invading your industry. The investment bank’s purchase of United Capital for $750 million has likely changed the game in a space already giddy …

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Culture Clashes Remain Bugaboo Of Asset Manager M&A

Culture remains a key consideration for asset management firms seeking to consolidate, industry sources say. If firms are not culturally aligned, they are bound to run into issues — “it’s just a matter of when will you have [the] problem,” …

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Christina Todd, CFP® Financial Advisor, Vice President at Cary Street Partners speaks out about giving back to ensure student success

When asked how Pamplin contributed to her professional success, Christina Todd (FIN ’09) did not hesitate. “At Pamplin I learned what I am passionate about, how to embrace change, that confidence that comes from within, what I liked — and …

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Viewpoint: Steepening U.S. Yield Curve Provokes Sell-Off

Federal Reserve interest rate increases have been underway for the better part of two years. But those increases have not been fully reflected in the longer end of the maturity curve- that is until the past few weeks. The yield …

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