Waypoint Advisors to Join Cary Street Partners
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 high net worth clients and foundations across the …
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 …
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 …
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 …
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 …
Luxon 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 …
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 …
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 …
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,” …