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AdvicePeriod Extends Midwest Reach with New Partner Advisor

AdvicePeriod Extends Midwest Reach with New Partner Advisor Share Article AdvicePeriod continues to influence the wealth management industry, rapidly expanding in various states across the U.S. Using technology to create an all-around better experience for our clients and advisors has been our mission from the start. LOS ANGELES (PRWEB) April 29, 2021 AdvicePeriod, a nationally recognized network of like-minded wealth management advisors, is pleased to announce the addition of Randy Dippell as a Partner Advisor in Chicago, Illinois. Randy brings over 25 years of experience, spending the last 21 years in wealth management. Serving as a trusted advisor for his clients, Randy primarily works with high-net-worth corporate executives who are approaching retirement. Before joining AdvicePeriod, Randy was the founder and owner of Nestegg Advisory, a Registered Investment Advisor that he started in 2012.

Nyca Partners Announces Promotions

Nyca Partners Announces Promotions NEW YORK (PRWEB) February 17, 2021 Nyca Partners today announces that Jeremy Solomon has been named Partner and Sol Lee becomes Principal. Sol and Jeremy exemplify the energy, passion, expertise, and humanity that are foundational attributes of the firm. Their promotion is a recognition of both their high caliber and an expansion of the senior talent at Nyca. Jeremy joined at the beginning of the pandemic and quickly identified new investment opportunities shaped by immediate needs of financial companies, which led to investments in Blooma (CRE lending platform) and Railz (APIs for accounting data). Jeremy s passion for fintech began during his experience helping build an East African microfinance bank, where he saw the power of basic technology to provide fair and transparent financial products to the masses. He started his career as a financial services banker at Lehman Broth

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