Cary Street Partners to Add Industry Veteran Matthew Rubin as Chief Investment Officer
RICHMOND, VA—(BUSINESS WIRE)—Cary Street Partners today announced it has agreed to acquire AnchorCove Partners, a New York metro area firm, founded only a year ago by Matthew Rubin, an industry veteran. Mr. Rubin will serve as Chief Investment Officer of …
Cary Street Hires Former CIO of Dick Fuld’s RIA, Planning Head from Edelman
Cary Street Partners has made a pair of executive hires atop its investment management and financial planning teams. The nearly $8 billion Richmond, Virginia-based RIA has hired Matthew Rubin (former CIO of Dick Fuld’s RIA) as its chief investment officer. …
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Cary Street Partners Adds to North Carolina Presence – Lance M. Bryan Joins Charlotte Location
CHARLOTTE, N.C.—(BUSINESS WIRE)—Cary Street Partners announces today the addition of Lance M. Bryan to the firm. Mr. Bryan is an accomplished Financial Advisor with over two decades of experience in the wealth management industry. He joins as Financial Advisor, Director …
Cary Street Partners Named to Forbes Second Annual Top RIA Firms List
Cary Street Partners has been named to Forbes/Shook Top RIA Firms list. The second annual Forbes/Shook Top RIA list has 250 advisory firms with cumulative assets of more than $1.1 trillion.
Awarded in October 2023 for data as of March 31, 2023. Developed and tabulated by SHOOK Research. Licensing and royalty fees paid for use of the ranking. …
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Cary Street Partners Charlottesville Office Named Among Charlottesville’s Finest 2023
Cary Street Partners’ Charlottesville Office is proud to be named “Gold Best Wealth Management Firm” by Charlottesville’s Finest.
Awarded in September 2023 from votes submitted by the public in May–June 2023. Developed by Charlottesville Media Group and tabulated by a third party. Licensing, royalty, and promotion fees paid for use of the ranking. Associated persons of CSP were eligible to participate in the public nomination and voting process. …
Cary Street Partners Named to Barron’s List of 2023 Top 100 RIA Firms in the United States
For a fourth consecutive year, Cary Street Partners has been named to the Barron’s List of 2023 Top 100 RIA Firms.
Awarded in September 2023 by Barron’s for data from July 2022 through June 2023. Licensing, royalty, and promotion fees paid for use of the ranking. …
Cary Street Partners Adds Experienced Financial Executive Expanding New Jersey Team
MORRISTOWN, N.J.—(BUSINESS WIRE)—Cary Street Partners is pleased to announce that Todd A. Engmann has joined the firm as Director and Financial Advisor, working in the firm’s Morristown, New Jersey regional location. With his 25 years of experience as a financial …
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Daniel W. Clendenin Named to AdvisorHub List of 2023 Advisors to Watch (Over $1B) For Second Consecutive Year
Daniel W. Clendenin in our Fredericksburg, VA office has been named to AdvisorHub’s list of 2023 100 Advisors To Watch (Over $1B).
AdvisorHub Advisors to Watch — 100 Advisors to Watch Over $1B. Awarded to Daniel Clendenin in July 2023 by AdvisorHub for data as of December 31, 2022. …
Cary Street Partners Recognized by USA Today as Best Financial Advisory Firms 2023
For the first time, USA TODAY and Statista are awarding the “Best Financial Advisory Firms” in the US based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management (AUM). The inaugural list was …
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Cary Street Partners Adds Truist Financial Advisors – Expands Office Network to South Carolina
GREENVILLE, S.C. (BUSINESS WIRE) – Cary Street Partners is pleased to announce Eric J. Morris and Thomas B. Underwood, III have joined its wealth management team. Mr. Morris will be spearheading Cary Street Partners’ expansion into Greenville, South Carolina, adding …