Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and nearly $7 billion in assets, announced that it was the lead bank in a $45 million participation loan for Modera Wealth Management, LLC (Modera)’s transaction with Parsec Financial Management, Inc (Parsec). Led by CEO Tom Orecchio, CFA®, CFP®, ChFC®, AIF®.
Cambridge Savings Bank Leads $45M Participation Loan for Modera Wealth Management, LLC's Transaction with Parsec Financial Management, Inc. streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.
Cypress Wealth Services LLC raised its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 9.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,245 shares of the company’s stock after buying an additional 1,369 […]
Cypress Point Wealth Management LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 31.8% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 12,920 shares of the company’s stock after buying an additional 3,116 shares during the […]
DHK Financial Advisors Inc. increased its holdings in shares of Vanguard ESG U.S. Corporate Bond ETF (BATS:VCEB – Free Report) by 12.9% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,360 shares of the company’s stock after acquiring an […]