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RIA Roundup: EP Wealth Buys Lehman & DeRafelo Financial Resources

EP Wealth scooped up a $1B firm in its 2nd acquisition of the year, while almost $900 million in assets changes hands in four other deals announced this week. ....

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Private Advisor Group expands finance team with new CFO

Morristown-based wealth management firm Private Advisor Group named Adam Schorr as CFO, in an expansion of its finance team. ....

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Private Advisor Group Strengthens Strategic Finance Team as it Scales for Continued Growth

/PRNewswire/ Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country , has announced that Adam. ....

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CMO Berta Aldrich Departs Private Advisor Group

CMO Berta Aldrich Departs Private Advisor Group
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Private Advisor Group Strengthens Executive Team; Enhances Focus on Continued Growth and Value

Private Advisor Group Strengthens Executive Team; Enhances Focus on Continued Growth and Value
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MORRISTOWN, N.J., Jan. 26, 2021 /PRNewswire/ Private Advisor Group ( PAG ), one of the largest and fastest-growing independent wealth management firms in the country , today announces the appointment of two new executives to support the company s rapidly growing footprint with independent advisors and individual investors across the United States. Effective immediately, Petra Barone is promoted to the role of Chief Financial Officer, and Frank Smith joins PAG in a newly created position as Head of Advisor Growth. Both executives report directly to Chief Executive Officer RJ Moore. ....

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