Town of Oyster Bay applies for $1 4M of dredged sand from Army Corps for storm-battered Tobay Beach newsday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from newsday.com Daily Mail and Mail on Sunday newspapers.
Boston Private Loses Two Advisors to Lido Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million.
Lido Advisors, the Los Angeles-based registered investment advisory firm, continues its strategy of recruiting advisors away from private banks catering to high-net-worth clients.
Two advisors from Boston Private Wealth, a trust bank and wealth management firm, announced today they will join Lido s Boca Raton, Fla. office.
At Boston Wealth, advisors Jeffrey Kaufman and John Tassone, and planning specialist Dominik Elmasian, served high-net-worth clients including business owners and corporate executives, as well as endowments and foundations.
$1.5 Billion Maentz Machlovitch Group Joins Rockefeller
Los Angeles–based Maentz Machlovitch Group that managed $1.5 billion at Morgan Stanley has joined Rockefeller Capital Management’s Southwest Division. The practice specializes in high-net-worth and ultra-high-net-worth families and provides institutional investment services to Native American tribes and Alaskan native corporations.
$1.1 Billion Team the Fortney Group Joins UBS
The Fortney Group joins UBS Financial from Morgan Stanley. The team, which managed $1.1 billion in client assets, is based in Houston. Grant Fortney, Scott Fortney and Michael B. Nichley and their three-member support staff provide wealth management services to ultra-high-net-worth individuals, families and executives.
Integrated Partners Nabs the Vedder Group