Cary Street Partners Unifying Under Single Brand

Richmond, VA — Cary Street Partners today announced the firm has formally changed the name of its holding company to Cary Street Partners Financial LLC from Luxon Financial LLC. In addition to the holding company, the asset management and wealth …

Read More… from Cary Street Partners Unifying Under Single Brand

Top Guns Manager of the Decade Awarded to Tradition Asset Management

Summit, New Jersey – Tradition Asset Management today announced that it has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. Read More …

Read More… from Top Guns Manager of the Decade Awarded to Tradition Asset Management

Cary Street Partners and Ducera Announce Strategic Alliance

Luxon Financial LLC, parent of Richmond, Virginia based wealth advisor Cary Street Partners, and Ducera, a New York City based independent investment bank, have announced a strategic alliance to drive business for both firms. Read More …

Read More… from Cary Street Partners and Ducera Announce Strategic Alliance

Cary Street Partners’ Fredericksburg Wealth Management Office To Move Locations

Cary Street Partners was announced as the newest tenant for the Liberty Place development in Fredericksburg. The to-be-built commercial building will be 86,000 square feet with an attached 300+ space parking garage in downtown Fredericksburg. Cary Street Partners will occupy …

Read More… from Cary Street Partners’ Fredericksburg Wealth Management Office To Move Locations

Cary Street Partners named to Financial Times Top 300

Cary Street Partners announces it has been named to the Financial Times 300 Top Registered Investment Advisers list for 2018. The FT 300 recognizes top financial advisory firms from across the U.S. The Financial Times conducts an independent analysis of …

Read More… from Cary Street Partners named to Financial Times Top 300

Cary Street Partners Expands Retirement and Corporate Services Team

Dynamic Industry Leader Joins from Edelman Financial Richmond, Virginia – April 10, 2018 Luxon Financial LLC is pleased to announce that R.J. Reibel has joined its Cary Street Partners team to help expand the firm’s presence with businesses and business …

Read More… from Cary Street Partners Expands Retirement and Corporate Services Team

Cary Street Partners Expands Tri-Cities Wealth Management Team – Bryan Lawson Joins Abingdon Office

Bryan Lawson Joins Abingdon Office Richmond, Virginia – April 6, 2018 – Luxon Financial LLC is pleased to announce that Bryan Lawson has joined its Cary Street Partners wealth management office in Abingdon, Virginia. Mr. Lawson previously served his wealth …

Read More… from Cary Street Partners Expands Tri-Cities Wealth Management Team – Bryan Lawson Joins Abingdon Office

Wall Street Frets About Losing White House Friends – Tom Herrick

From Bloomberg.com: On Tuesday morning in Manhattan, Kathy Wylde sent off an email inviting Gary Cohn to get together again. She runs a group of well-connected corporate executives, the Partnership for New York City, that met with Cohn and Donald …

Read More… from Wall Street Frets About Losing White House Friends – Tom Herrick