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New Recruits Bring Over $500 Million to Raymond James
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New Recruits Bring over $500M to Raymond James
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.
Bluespring Rolls Out Post-Acquisition Program for Firm Owners
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Maven Bridge Capital, located in Brea, California with established footprints in both Orange County and Whittier, California, is led by Chief Executive Officer and wealth manager Kristoffer “Kris” Fu. Kris oversees approximately $109 million in assets and brings with him a strong client base flush with long-term relationships.
“For wealth management professionals, a large portion of their day is often devoted to simply running the business,” said Rob Bartenstein, CEO and Senior Managing Director of Kestra PWS. “With our capabilities and services in Kris’ back pocket, he can spend more time growing his clientele and deepening his existing relationships which he has expressed as his top priority since the start.”
Vestorly’s Advisory Board Expands to Provide Cross-Industry Expertise
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Fresh off a strong finish to 2020, Vestorly, a venture-funded AI-driven Content Management Engine software company, is expanding into new markets with new products with the guidance and support of industry-savvy veterans.
“Vestorly has to be commended for taking the initiative to leverage its advisors to assist in maintaining and expanding its growth momentum. I’m delighted to lead the advisory board in this effort.” Bharat Solanki, Managing Director of Cambrian Consulting NEW YORK (PRWEB) January 28, 2021
Vestorly, a venture-funded AI-driven Content Management Engine software company provides solutions for companies to personalize their content feeds. The company has experienced impressive growth and implementation of its intelligent content curation software by a wide spectrum of companies across diverse market verticals