Real Assets Adviser’s Post

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

"Mission Wealth's Bryant Merryman, CFP® Senior Wealth Advisor in Chicago has been named #42 on the Forbes Best-In-State Next-Gen Wealth Advisors list for 2024." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity

"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

Debjani Bagchi, CFA, and @Peter E. McEvoy, CFP®, have joined its New York office as portfolio managers. #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity

"The firm, led by Senior Managing Director and founder Eric Lyon, and Senior Managing Director Tom Holly, specializes in wealth management and retirement solutions. Lyon and his team bring nearly three decades of experience, with WEFS offering sophisticated, service-first offerings to help its clients realize their investment goals. The WEFS team of 31 independent advisors and staff members oversees $1.4 billion in assets under management." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

"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

"We are continuously humbled, honored, and grateful for the trust our clients place in us," said Rick Poligala, spokesperson for Genesis Wealth Management, LLC. Management. "This milestone is a testament to the hard work and dedication of our entire team, who strive every day to deliver comprehensive financial planning and wealth management services." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

"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

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

"Alpha Capital Family Office (ACFO) announces that Alexandra Romeo Boyles, J.D., and Will Coughlin have joined the firm as Senior Wealth Strategist and Partner, and Senior Investment Strategist and Partner, respectively. Both professionals are based in Denver, CO, where Alpha Capital Family Office is headquartered." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity