Snowden Lane Partners Adds Latest Advisor, Creates $360 Million Advisor Team
New York, NY – August 8, 2022 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced Al Jacobi has joined the firm as Senior Partner and Managing Director, from Fieldpoint Private. Together with Tom Hakala, who joined [...]
Abel Noser Solutions Introduces Industry’s First Comprehensive Options TCA Tool
New York, NY, June 21, 2022 (GLOBE NEWSWIRE) -- Abel Noser Solutions today announced the launch of a first-of-its-kind options TCA product that covers all options strategies from covered calls to complex spread strategies. The offering measures option spreads along with analytics that show implied volatility, percentage of open interest [...]
Resolute Investment Manager Affirms Commitment To Diversity and Inclusion
IRVING, TX – June 13, 2022 – Resolute Investment Managers, Inc. (“Resolute”), a diversified, multi-affiliate asset management platform with more than 30 affiliated and independent relationships, announced today that Resolute President and CEO Jeffrey K. Ringdahl has signed the CEO Action for Diversity and Inclusion™ pledge. With his signature, Mr. [...]
Snowden Lane Partners Builds on 2022 Momentum, Adds New Advisor Team
NEW YORK–(BUSINESS WIRE) — Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that former Fieldpoint Private Managing Director and Senior Advisor, Thomas Conway, has joined the firm to lead the latest wealth management team [...]
Reich & Tang Deposit Solutions (R&T®) and Total Bank Solutions® (TBS) Complete Planned Business Combination
NEW YORK (June 1, 2022) – Today, Reich & Tang Deposit Networks, LLC (“R&T”) and Total Financial Solutions, LLC (d/b/a Total Bank Solutions) (“TBS”) announced the successful completion of their planned business combination. Together, the combined firm will provide banks, credit unions, wealth managers and trust institutions with a larger [...]
Estancia Announces New Website and Addition of New Professionals
Scottsdale, AZ (May 12, 2022) -- Estancia Capital Management LLC, a specialist private equity firm, is proud to unveil a new website that better reflects their differentiated approach to investing in the small to lower middle market financial services sector. Estancia’s investment focus is on companies with “capital light” and [...]