Accessibility StatementSkip Navigation BALTIMORE, Oct. 16, 2025 /PRNewswire/ --Â 1919 Investment Counsel, LLC ("1919"), a subsidiary of Stifel Financial Corp. ("Stifel"), is proud to announce its inclusion in several prestigious industry rankings in 2025, recognizing the firm's continued excellence in investment management and client service. "These accolades are a reflection of the trust our clients place in us and the dedication of the entire team at 1919," said Harry O'Mealia, President and CEO of 1919. ...

公司概况 - 公司为一家在全球范围内提供投资顾问服务的机构，客户群体包括高净值个人、公司、协会及其他机构 [1] - 公司在美国证券交易委员会注册，提供从市场和证券研究到商业估值和财富管理的综合服务 [1] - 公司运营一只旗舰宏观量化对冲基金，该基金持有数百种投资，覆盖多种资产类别、地域、板块和行业 [1] 投资策略 - 采用多层面投资方法，结合自上而下和自下而上的分析，融合全球宏观、基本面和量化三大核心策略 [1] - 核心专业领域在于颠覆性技术，包括人工智能、云计算、5G、自动驾驶与电动汽车、金融科技、增强与虚拟现实以及物联网 [1] 投资组合与披露 - 公司未投资于中国指数，但持有可能属于相关指数的个别股票头寸 [2]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Edelman Financial Engines, a registered investment advisor and managed accounts provider with more than $308 billion in assets under management, announced Tuesday that it has promoted its new president to acting CEO as it considers the firm’s long-term needs. Former CEO Jay Shah announced on Tuesday that he would step down into an advisory role with the Boston-based firm until the end of the yea ...

收购交易核心信息 - Captrust Financial Advisors收购Cobblestone Capital Advisors 新增38亿美元客户资产 [1] - 此次收购为Captrust在纽约州的第三个办公室 使公司在纽约州的员工总数增至87名 [4] - 这是Captrust今年以来的第二笔重大收购 三月公司曾收购管理14亿美元资产的Carolinas Investment Consulting [7] 交易双方概况 - 收购方Captrust为总部位于北卡罗来纳州罗利的注册投资顾问 资产管理规模超过1万亿美元 [1] - 根据其最新ADV表格 Captrust管理超过8470亿美元非自由支配资产和超过2370亿美元自由支配资产 [5] - 被收购方Cobblestone成立于1986年 提供投资和财富管理服务 包括私人投资和家族办公室服务 [3] - Cobblestone交易顾问为投资银行Houlihan Lokey [7] 交易细节与影响 - Cobblestone将并入42名同事 包括15名顾问 由首席执行官John DiPasquale等人领导 [2] - Cobblestone将在交易后采用Captrust品牌 这是Captrust所有收购的惯例 [3] - Cobblestone首席执行官表示加入Captrust不仅加强了为客户构建的服务 也扩展了未来可能性 [4] 行业竞争格局 - 根据数据提供商AdvizorPro Captrust在RIA中管理的退休计划资产规模最大 [6] - SageView Advisory集团位居第二 该集团正被Creative Planning收购 交易完成后合并实体退休资产将接近3000亿美元 [6]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Beacon Pointe Advisors, a Newport Beach, Calif.-based registered investment advisor, has grown its client asset base to $54 billion by acquiring Waltham, Mass.-based Sensible Financial Planning in a push to continue expanding on the East Coast. The move brings over about $944 billion in assets under management across more than 350 clients to Beacon Pointe. In addition to expanding its presence i ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. In the wake of Creative Planning’s deal to purchase the $250 billion SageView Advisory Group, the registered investment advisor is naming SageView President Jon Upham to lead the combined retirement solutions division. Creative Planning’s acquisition of SageView will close in December, and the combined firms will have more than 550 advisors, 11,800 retirement plans and 80,000 private wealth c ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. NorthRock Partners, a Minneapolis-headquartered registered investment advisor with more than $9.4 billion in assets, has acquired WGG Wealth Partners, a Roseville, Calif.-based firm with about $2.7 billion in client assets and 15 advisors. WGG is led by Stephen Westlake, Colin Grahl and Bret Glover, who were previously affiliated with Ameriprise Financial for nearly 40 years. NorthRock CEO and ...

I am currently pursuing a BSc in Economics, Finance, and Data Science at Imperial College London and serve as the President of Imperial College Investment Society (ICIS), the #1 student business and finance society in the UK.My hands-on experience includes working end-to-end on live M&A deals at Edenity, a boutique advisory firm, where I built valuation models and conducted strategic transaction analyses.On Seeking Alpha, I contribute merger arbitrage stock picks, providing rigorous M&A-driven insights on m ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Mercer Hires Integration Leader from LPL Mercer Global Advisors, the acquisitive $86 billion registered investment advisor based in Denver, has hired Katelyn (Kate) Shackleton from LPL Financial to lead its partner integration team. Shackleton joins Mercer as executive managing director, new partner success, to lead the integration of new firms. Mercer makes the move during what it bills as a “ ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. A father-son duo has left Wells Fargo to launch their own registered investment advisory firm in Mission Viejo, California. Ticino Wealth was founded by former Wells advisors Michael Masciorini and his son Jordan. The firm is staying with Wells for clearing and custody services in a move founder Michael Masciorini calls a “structural change,” not a “shift in philosophy or service.” “This move w ...