The transactions add clients in Pennsylvania and South Carolina to the Atlanta firm's portfolio.

NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional clients, announced today ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For many of us, our understanding of money begins simply ...

EP Wealth has acquired CornerCap Investment Counsel, an Atlanta-based firm with $1.1 billion in managed assets. It’s EP Wealth’s fourth deal this year and the second totaling more than $1 billion in ...

NEW YORK--(BUSINESS WIRE)--Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Jason Thomas has joined the firm as a wealth ...

CHARLESTON, S.C. & ATLANTA--(BUSINESS WIRE)--Apollon Wealth Management (“Apollon”) and Catalyst Wealth Management (“Catalyst”) are excited to announce a partnership. The new DBA, Catalyst Apollon, ...

NewEdge Wealth has expanded its leadership team in Atlanta with the appointment of two financial professionals, marking another step in the firm’s ongoing growth across the Southeast. Paul Izlar joins ...

His wealth management career began at Morgan Stanley, where he served in the Private Wealth Management division. In 2007, he founded Edge Capital Partners in Atlanta. He also served as Managing ...

ATLANTA--(BUSINESS WIRE)-- Northern Trust has appointed Jordan Kiel as president of the Georgia market responsible for leading an Atlanta-based team in the delivery of holistic advice, superior client ...

Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team "I am excited and honored to join Fiduciary Trust International’s Atlanta team," said Mr.