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Press Release
Nov 13, 2024
Empirical Asset Management Welcomes Vana Cristina Koutsomitis
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Press Release
Feb 1, 2024
CacheTech Advisor Solutions Welcomes Raj Shekhar, Ph.D, CFA as a Portfolio Manager and Head of Quantitative Research
CacheTech Advisor Solutions Strengthens Quantitative Expertise with the Appointment of Raj Shekhar, CFA, as Portfolio Manager and Head of Quantitative Research
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Press Release
Sep 22, 2023
Jill Grimes Named as Centurion Wealth's Chief Compliance Officer
Jill will step into the CCO role after recently celebrating two years with the company.
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Press Release
Aug 17, 2023
Centurion Wealth Management Listed in Inc. 5000's Fastest-Growing Private Companies List
This accomplishment stands as yet another significant milestone within Centurion's journey through 2023.
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Press Release
Aug 15, 2023
Darren L. Colananni Named Partner at Centurion Wealth Management
The firm looks forward to the valuable leadership Darren will contribute to their ongoing growth in 2023.
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Press Release
Jul 5, 2023
Sterling D. Neblett Named to AdvisorHub's '100 Advisors to Watch' List for 2023
This latest achievement builds upon Sterling's previous recognition to AdvisorHub's "Fastest Growing Advisors to Watch" List in 2022.
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Press Release
Apr 13, 2023
London-Based New Capital Link Offers Alternative Metrics for Enhancing Investment Quality In Uncertain Market Conditions
The investment landscape in 2023 is characterized by a high level of uncertainty and market volatility. The COVID-19 pandemic has caused widespread economic disruption, while geopolitical tensions, trade disputes, and rising interest rates have added to the uncertainty.
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Press Release
Feb 8, 2023
Centurion Wealth Management, LLC Named One of the Top Vote Getters in Arlington Magazine's 2023 Best of Arlington
Appearing in the Top Financial Planner/Advisor category.
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Press Release
Nov 18, 2022
Steven A. Eddy, CPA, CGMA Joins Centurion Wealth to Lead Tax Preparation and Planning Services
Mr. Eddy will finalize Centurion's acquisition of a local tax practice and will create a one-stop shop for the firm's clients, which includes entrepreneurs, top executives, and successful families.
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Press Release
Oct 3, 2022
Sterling Neblett CEPA, CFP® Named to AdvisorHub's 'Fastest Growing Advisors to Watch' List
Centurion Wealth continues to receive industry recognition in 2022.
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Press Release
Sep 15, 2022
Centurion Wealth's Sterling Neblett, Wendy Payne and Mark McKaig Named "Top Financial Professional" by Northern Virginia Magazine
This marks the sixth straight year the trio have received this industry recognition.
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Press Release
Aug 9, 2022
Archer Investment Management's Emily Rassam Earns CDAA Certification
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Press Release
Apr 22, 2022
Wendy Payne CSA, CEP®, Cofounder of Centurion Wealth Management, LLC, Earns Certified Divorce Financial Analyst® Designation
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Press Release
Apr 12, 2022
Potomac Financial Group's Todd Wike Named to Forbes' 2022 List of Top Wealth Advisors for Third Consecutive Year
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Press Release
Mar 28, 2022
David Linsen Joins Abner Herrman & Brock Asset Management as Senior Portfolio Manager and Head of Development
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Press Release
Mar 11, 2022
Centurion Wealth's Founding Partner, Sterling Neblett, CEPA, CFP®, Named Top Financial Advisor in Washingtonian
Centurion Wealth Management's Founding Partner continues to receive industry recognition as the firm looks to build momentum in 2022.
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Press Release
Feb 14, 2022
CARROLL Hires Franco Minton as Executive-Level People Leader
The National Real Estate Investment Firm is Adding the Multi-Industry Veteran to Further Drive Its Pursuit of Building Diverse, High-Functioning Teams
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Press Release
Feb 3, 2022
CARROLL and Osso Capital Add More Than 300 Units to Florida Portfolio With Crosswynde Acquisition
The Atlanta and New York-Based National Real Estate Firms Continue to Strengthen Their Position in the Tampa-St. Petersburg MSA With the Addition of More Than 300 Units
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Press Release
Jan 27, 2022
Archer Investment Management Welcomes Emily Rassam as Senior Financial Planner
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Press Release
Jan 27, 2022
Blockchain-Based Antifragile Fund, BoCG Ventures, Names Serial Technology Entrepreneur Jade Charles to Its Board of Directors
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Press Release
Dec 8, 2021
Foresight Analytics Partners With DiligenceVault to Drive Investment Insights
Leading investment analytics provider selects DiligenceVault's platform to strengthen its due diligence capabilities
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Press Release
Nov 24, 2021
Blockchain-Based Antifragile Fund, BoCG Ventures, Announces Board Leadership Appointment of Richard Walden, JD
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Press Release
Nov 4, 2021
Shadmoor Advisors Selects DiligenceVault to Power Their Operational Due Diligence Services
Leading operational due diligence consulting firm selects DiligenceVault's platform to further strengthen capabilities
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Press Release
Oct 27, 2021
Salem Investment Counselors Ranked the #1 Financial Advisory Firm in the Southeast by CNBC
Providing Investment Management, Financial Counseling and Estate and Tax Planning with No Product Sales
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Press Release
Sep 29, 2021
Potomac Financial Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
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Press Release
Sep 20, 2021
Centurion Wealth Management Partners Named Northern Virginia Magazine's Top Financial Professionals for 2021
This marks the fifth consecutive year that all three partners of Centurion Wealth have received this industry recognition.
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Press Release
Sep 14, 2021
DiligenceVault Releases the Findings of Its 2021 Manager Survey: How RFPs and DDQs Get Done
Whitepaper explores how fund managers are meeting the challenges of allocators' due diligence needs through the RFP and DDQ process
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Press Release
Aug 9, 2021
Asset Management Benchmark Report: Digital Innovation and Change in Distribution Enablement
New research on how changing market dynamics are accelerating the evolution of sales, marketing, and distribution effectiveness.
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Press Release
Jul 20, 2021
DiligenceVault and Frontier Advisors Partner on Digital Due Diligence and Data Centralization
Leading Australian asset consultant selects DiligenceVault's platform to make manager diligence digital and data-driven decisions
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Press Release
Apr 27, 2021
The Clark Group Welcomes New Wealth Management Advisor
Mike McGehee Joins The Clark Group of Visionary Wealth Advisors
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Press Release
Mar 31, 2021
Lateef Investment Management Becomes TCM - Tran Capital Management
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Press Release
Mar 2, 2021
Banyan Wealth's Nick Sergio Named to Raymond James Financial Services' 2021 Leaders Council
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Press Release
Feb 18, 2021
Michael S. Schwartz, CFP®, AEP® Makes Forbes' 2021 Best-in-State Wealth Advisors List
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Press Release
Feb 1, 2021
Scot W. Johnson Named Principal at Adell, Harriman & Carpenter, Inc.
AHC Welcomes Johnson to Leadership Team as Firm Continues Vision of Providing Excellent Client Centered Investment Management and Financial Counsel
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Press Release
Jan 13, 2021
Raymond James Red Bank Announces Corporate Rebranding and Company Name Change to Banyan Wealth
New brand identity reaffirms company's client commitment and positioning as one of the nation's leading wealth management and financial planning companies.
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Press Release
Dec 15, 2020
Magnus Financial Group Announces Anna Caponsacco Has Joined as Vice President of Investment Operations
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Press Release
Dec 2, 2020
CION Investments Sees Continued Growth for CION Ares Diversified Credit Fund With Total Managed Assets Now Exceeding $1 Billion
Retail investors seeking yield and increased diversification are adding credit alternatives to create more dynamic portfolios that go beyond the traditional 60/40 allocation.
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Press Release
Nov 18, 2020
Nollenberger Investment Management and McCullough & Associates Investment Advisors Join Forces in San Francisco
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Press Release
Nov 11, 2020
Vontobel Selects FundApps to Deliver Automated Shareholding Disclosure Monitoring and Reporting
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Press Release
Aug 20, 2020
Sam Brownell of Stratus Wealth Advisors Encourages Maryland Residents to 'Buy Local'
Brownell reaffirms his commitment to the community by offering free financial consultations
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Press Release
Aug 18, 2020
Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2020 RIA Ranking
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Press Release
Aug 17, 2020
Liberty One Investment Management - Now Available on Orion
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Press Release
Jul 14, 2020
PrintWithMe Announces National Partnership With Invesco Real Estate
Invesco Real Estate, one of NMHC's top 50 largest apartment owners in the U.S. in 2020, inks deal with PrintWithMe to bring all-inclusive printing services to their 35,000+ multifamily apartment homes nationwide.
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Press Release
May 15, 2020
Tidemark Financial Partners Announces New Hires and a Promotion Amid Continued Growth
The firm seeks to increase capacity in order to serve its expanding client base.
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Press Release
Apr 29, 2020
DiligenceVault Announces EMEA Expansion Plans With a Key FinTech Hire
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Press Release
Nov 15, 2019
Donald W. Nicholson Sr. Offers Insights About Wealth Management and Stewardship at Advisor Thought Leader Summit
Rockhurst University provides educational setting as Delaware-based Nicholson shares firm story in interview with PBS MoneyTrack show host Pam Krueger.
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Press Release
Oct 23, 2019
DiligenceVault Receives Series A Funding Led by Goldman Sachs to Accelerate Growth
A digital diligence platform for the investment management industry, DiligenceVault is accelerating product and client growth with Series A investment. This industry SaaS platform is the first two-sided network bringing digitization and automation to fund diligence across traditional, hedge and private equity investments by both institutional and wealth investors.
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Press Release
Oct 23, 2019
CION Investments Sees Growth of Interval Fund Structure Across Multiple Channels
CION Investments believes that the growing adoption of the interval fund structure as a vehicle to access alternative investments validates its belief that retail investors are willing to trade liquidity for portfolio diversification and enhanced yield
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Press Release
Oct 21, 2019
Industry Veteran Adam Ross, in Partnership With CION Investments, Launches CREM Capital
Adam Ross brings his vast real estate experience to form a student housing opportunity fund.
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Press Release
Oct 17, 2019
Main Management Hires Darol Ryan to Expand Investment Management Offering
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Press Release
Sep 16, 2019
Brian Zeiler Joins Altrinsic Global Advisors' Business Development Team
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Press Release
Jul 4, 2019
Abraxas Global Asset Management Prepares Investors for a Market Shift During Second Half of 2019
Expectations for a downturn in equity market performance begins to influence institutional allocation intentions as investors prepare for the year ahead
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Press Release
Jun 10, 2019
Highmore Launches $200 Million Real Estate Opportunity Zone Fund
Highmore, a leading global alternative asset manager, launched a real estate Opportunity Zone Fund in the first quarter of 2019 with a targeted capacity of $200 million.
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Press Release
May 14, 2019
55ip Launches Tax Managed Index Strategy Solution, Giving Advisors a New Differentiator
Advisors can now offer custom index strategies with the dual benefit of lower product fees and improved after-tax returns, implemented with intelligent automation.
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Press Release
Apr 23, 2019
55ip Partners With Shareholders Service Group (SSG) to Deliver Intelligent Automated Investment Management to RIAs
Partnership illustrates growing advisor demand for more efficient investment management solutions.
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Press Release
Mar 28, 2019
AlphaSense Strengthens Financial Services Sales Team With Bryan North-Clauss Hire
Leader in AI-powered search growing fast with major buy-side firms and banks worldwide
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Press Release
Mar 13, 2019
Shaun Melby, CFP®, Launches Wealth Management Firm
Melby Wealth Management to Specialize in Providing Financial Planning and Investment Management for Generations X & Y, Business Owners and the Entertainment Industry
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Press Release
Feb 19, 2019
Dealpath and Lionpoint Group Form Strategic Partnership to Deliver Data Solutions for Real Estate Investment Managers
Delivering a purpose-built real estate technology solution with Dealpath's cloud platform and Lionpoint's systems integrations services
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Press Release
Feb 14, 2019
Centura Wealth Advisory Adds Deep Experience to Its Bench
Two advisors join Centura Wealth, a rapidly growing RIA focused on serving high net-worth clients who want freedom from their wealth burdens
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Press Release
Feb 6, 2019
55ip's Investment Strategy Engine Now Available on CircleBlack's Advisor Hub
Integration allows CircleBlack advisors to leverage 55ip's intelligent automation freeing time to build client relationships.
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