comparemela.com

Latest Breaking News On - International assets advisory - Page 2 : comparemela.com

Family office Brownhelm acquires ownership stake in IAA

Brownhelm Capital, a single family office based in Cleveland, Ohio, is acquiring a substantial ownership stake in IAA.

Orlando
Florida
United-states
Cleveland
Ohio
Brownhelm
Ed-cofrancesco
International-assets-advisory
Brownhelm-capital
Pecunia-management
International-assets

International Assets to be acquired by Brownhelm Capital

The midsize wealth management firm with 250 advisors chose to be an independent subsidiary rather than folding into a private equity firm or an RIA aggregator.

Max-weber
Ed-cofrancesco
John-eubanks
Peter-nesvold
Jeff-winn
Waller-helms-company
International-assets-advisory
International-assets-investment-management
International-asset
International-assets
Assets-advisory

IAA Forms Strategic Partnership with Cleveland Family Office

Brownhelm Capital makes long-term commitment to the growth of IAA and its advisors in acquiring a substantial ownership position in Pecunia Manage.

Cleveland
Ohio
United-states
Brownhelm
Ed-cofrancesco
Lisa-aldape
Max-weber
International-assets-advisory
International-assets-investment-management
Brownhelm-capital
Pecunia-management
Global-assets-advisory

Brownhelm Capital Inks Deal With Pecunia Management

The deal represents a succession plan for Pecunia Management CEO Ed Cofrancesco.

International-assets-investment-management
International-assets-advisory
Brownhelm-capital
Pecunia-management
Banking
Financial-investment-services
Real-estate-services-transactions
Office-real-estate
Banking-credit
Commercial-industrial-real-estate
Real-estate-construction

SEC charges Adam and Daniel Kaplan with $5 million fraud

Adam and Daniel Kaplan kept getting jobs at RIAs despite the disturbing allegations that led to their firings at other firms.

New-york
United-states
Chicago
Illinois
Daniele-kaplan
Vincent-ancona
Bill-singer
Lisa-aldape
Daniel-kaplan
Linda-morgan
Adams-kaplan
Exchange-commission

vimarsana © 2020. All Rights Reserved.