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 …
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 …
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 …
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 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 …
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 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,” …
Firm to Help Clients Manage Approximately $3.5 Billion in Assets May 01, 2019 07:00 AM Eastern Daylight Time RICHMOND, Va.–(BUSINESS WIRE)–Luxon Financial LLC, an independent financial services firm and the parent of wealth manager Cary Street Partners, today announced that …
Transaction Expands Combined Firm’s National Client Base and Client Service Capabilities RICHMOND, Va.–(BUSINESS WIRE)–Luxon Financial LLC, an independent financial services firm and the parent of wealth manager Cary Street Partners, announced today that it has entered into a definitive agreement …