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.
Glass Jacobson Investment Advisors llc bought a new position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 213,395 shares of the company’s stock, valued at approximately $6,613,000. […]
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 Wealth Services LLC boosted its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 9.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,245 shares of the company’s stock after purchasing an additional 1,369 shares during the […]