Jennifer Watson’s Post

"The firm is hoping to attract advisors who are looking to retire in the near term, and isn’t focused on advisors from any particular channel." “We don’t know whether we’re going be a better fit for the mutual fund channel or [securities channel],” Boakye said. “We just know there’s a need, and so that’s part of our strategy — to take a slow approach.” #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments

"With a focus on acquiring financial advisory practices managing between $100 million and $500 million in assets, VestGen Wealth Partners offers retiring advisors and their clients a seamless transition while empowering the next generation of advisors through mentorship, resources, and technology." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Congratulations Gregory Cash R Mitchell Wickham Bradford Bernstein, CFP®, CPWA®, CIMA® Louise Gunderson Ryan M. Long Keith Apton Nick Francia UBS Global Wealth Management #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments

Jose A. Garcia joins advisor team @VPHN Wealth Partners at UBS, which is led by UBS Private Wealth Advisors Melissa Van Putten-Henderson, CFA, CAIA- and Doris Neyra, CFP®. The Private Wealth team joined UBS in 2021 from Wells Fargo Private Bank. #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

https://lnkd.in/dD9uKGGp KKR & Co, Inc the global investment management firm has staked its future on its insurance business. KKR collects the insurance premiums from its Global Atlantic insurance business line and uses them for long-term capital investments in private equity, private credit and lending and real estate. This kind of strategy will drive KKR's future, in Wolfteam Ltd.'s view. #privateequity #mergersandacquisitions #capitalmarkets #investments #investing #wallstreet #deals #wallstreet #stocks #stockmarket #SP500

"The Reynolds, Grindel & Hall Wealth Management Group includes Financial Advisors Jeffrey D. Reynolds, David Grindel CFP® and Jeremy Hall CFP®, who collectively bring nearly 70 years of industry experience to serving clients." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments  

Four Points Group at Morgan Stanley Named to Barron's 2024 List of Top 250 Private Wealth Management Teams — MediaContacts.co — Morgan #Stanley #Wealth #Management a #global #leader provides #access to a #wide #range of #products and services FREDERICK, #Md #June #13 #2024 #Morgan Stanley #NYSE #MS announced #today that Four #Points #Group at Morgan Stanley has been named to Barron's #list of America's #Top #250 #Private Wealth Management Teams. The "Barron's Top 250 Private Wealth Management #Teams is a #select group of wealth management teams that focus on serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. "As a firm, we take pride in the integrity and professionalism of our Private Wealth Advisors and we congratulate Four Points Group on being named to this prestigious list," commented Elchin Bagirov, Manager of Morgan Stanley Wealth Management's Frederick, MD office. "As a firm, we take pride in the integrity and professionalism of our Private Wealth Advisors and we congratulate Four Points Group on being named to this prestigious list," commented Elchin Bagirov, Manager of Morgan Stanley Wealth Management's Frederick, MD office. "The listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional services." Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. Morgan Stanley

https://lnkd.in/dnJZg8mx KKR & Co, Inc the global investment management firm has staked its future on its insurance business. KKR collects the insurance premiums from its Global Atlantic insurance business line and uses them for long-term capital investments in private equity, private credit and lending and real estate. This kind of strategy will drive KKR's future, in Wolfteam Ltd.'s view. #privateequity #mergersandacquisitions #capitalmarkets #investments #investing #wallstreet #deals #wallstreet #stocks #stockmarket #SP500

Four Points Group at Morgan Stanley Named to Barron's 2024 List of Top 250 Private Wealth Management Teams — PRBuzz.co — Morgan #Stanley #Wealth #Management a #global #leader provides #access to a #wide #range of #products and services FREDERICK, #Md #June #13 #2024 #Morgan Stanley #NYSE #MS announced #today that Four #Points #Group at Morgan Stanley has been named to Barron's #list of America's #Top #250 #Private Wealth Management Teams. The "Barron's Top 250 Private Wealth Management #Teams is a #select group of wealth management teams that focus on serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. "As a firm, we take pride in the integrity and professionalism of our Private Wealth Advisors and we congratulate Four Points Group on being named to this prestigious list," commented Elchin Bagirov, Manager of Morgan Stanley Wealth Management's Frederick, MD office. "As a firm, we take pride in the integrity and professionalism of our Private Wealth Advisors and we congratulate Four Points Group on being named to this prestigious list," commented Elchin Bagirov, Manager of Morgan Stanley Wealth Management's Frederick, MD office. "The listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional services." Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. Morgan Stanley

"UBS Private Wealth Management today announced that Dan Chorney has joined the firm as a Managing Director and Financial Advisor in Manhattan. He will be based in the firm’s 1285 Avenue of the Americas office reporting to Market Director Kellie Brady. Dan brings more than two decades of experience advising successful individuals and families on their wealth management needs." "Dan joins UBS from Bernstein Private Wealth Management where he most recently served as a Private Wealth Advisor." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity