Tag: Strategic Financial Alliance
SFA Partners Hires Director of Business Development
SFA Partners, a group of financial services firms, has hired Bryan Yvon as director of business development. In his new position, Yvon will focus...
SFA Partners Names EVP and Chief Operating Officer
SFA Partners, a group of independent financial advisor businesses, has promoted Jamie Mackay to executive vice president and chief operating officer. In his new...
SFA Partners Adds Four Wealth Management Firms to Platform
SFA Partners, a group of independent advisor-focused entities, has recruited four wealth management firms: Kolinsky Wealth Management, Lehner Carroll Shope Capital Management, OakPoint Investment...
ADISA Announces 2019 Board of Directors
Members of ADISA, a trade association representing the alternative and direct investment industry, have selected new directors for the 2019 board. The election occurs...
RIA Strategic Blueprint Names Former FS Investments Exec as New EVP
Strategic Blueprint LLC, an independent registered investment adviser firm, has named David Pittman to the newly created role of executive vice president. In his...
The Strategic Financial Alliance Launches New RIA with TD Ameritrade
The Strategic Financial Alliance Inc., a privately owned independent broker-dealer with $4.9 billion in advisory and brokerage assets., has launched Strategic Blueprint LLC, a...
