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CohnReznick opens seventh California office and adds international tax partner; Aprio appoints real estate industry leader; and more news from across the profession.
Plus, MarcumAsia launches a SPAC and de-SPAC practice; CrossCountry elevates two co-CEOs; and other firm and personnel news from across the profession.
Also, Caprock opens a multi-family office in Denver, OnePoint BFG snags a $450M Northwestern Mutual team, and Wealth Enhancement acquires an independent Dallas RIA.
In addition, Mercer hires McKinsey’s Jimmy Zhao to lead M&A and corporate partnerships, and $500M RIA Lansing Street expands its management team.
Meeting professionals make industry moves at Black Rock Mountain Resort in Utah, The Fredericksburg Convention and Visitor Bureau in Texas, AWG Ambassador and more. The post Smart...
Meetings industry professionals make moves in Raleigh, Panama City Beach, West Hollywood and more. The post Smart Moves in Raleigh, Panama City Beach, West Hollywood and More appea...
CohnReznick adds chief administration and transformation officer; HCVT opens Denver metro office; and more news from across the profession.
Plus, Eide Bailly names a slate of managing directors; Baker Tilly principal to head AICPA Tax Executive Committee; PrimeGlobal reports double-digit growth in member revenue; and o...
Cervera Real Estate appointed Michelle Rojas, an industry veteran with over 30 years of experience, as vice president of sales and operations. She will oversee firm-wide compliance...
Also, OnePoint BFG and Bogart Wealth add M&A leads, Cliffwater snags a retirement and alts expert from Goldman, and Citizens hires UHNW client leads.
Also, Alabama-based RIA Canterbury launches an insurance division, and Carson continues its acquisition run with a $396M Wisconsin-based RIA.
Also, acquisitive Waverly grows to $35.5B with a new deal; $14B Soltis acquires a Midwest beachhead; Mariner deals for entertainment industry-focused RIA; and Osaic’s fee-only CW e...
National Howden, Cybeta LLC Howden acquired the intellectual property assets of Cybeta LLC, a cyber data and analytics provider. Terms of the deal were not disclosed. Cybeta was fo...
Innovative Financial Group, an OSJ acquired by Osaic last year, supported the team’s transition.
Welcome to Campaign's weekly round-up of the hires, departures and promotions across the industry.
Also, Mariner acquires an RIA focused on first responders, MAI Capital expands in the Northeast, and $3.3B Crewe sells a minority stake to WPCG.
Plus, WICPA elects new chair; RSM announces a big slate of leadership appointments; Weaver names a new head of its India ops; and more firm and personnel news.
It’s a new brokerage and a new market for Steve Katz. After quietly exiting Beverly Hills-based Hilton & Hyland as managing director earlier this year, Katz has turned up at Sy...
Sphere Entertainment has promoted David Dibble to vice chairman. He most recently served as special adviser to the executive chairman and CEO of Sphere Entertainment
The latest hirings and promotions from green industry companies including Munro, Massey Services and WorkWave. <p>The post People on the Move: Hirings and promotions at Munro...
Belfint Lyons & Shuman promotes three; BDO receives awards for technology achievements; and more news from across the profession.
Also, Wealth Enhancement books two acquisitions this week, Ameriprise lures a Commonwealth team overseeing $140M, and &Partners wins over advisors from Wells Fargo and Edward J...
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