PHILADELPHIA–(BUSINESS WIRE)–Glenmede, a leading investment and wealth management firm overseeing more than $44 billion* in assets under management, today announced the election of Mary Stengel Austen and Roger A. Sayler, CFA, to its Board of Directors. Following the appointment of Ms. Stengel Austen and Mr. Sayler, effective January 1, 2024, the Board comprises 16 Directors. “Their inclusion enriches the Board with diverse talents and invaluable … Continue reading The Glenmede Trust Company Board of Directors Appoints Two New Directors

PORTLAND, Ore.–(BUSINESS WIRE)–The Standard announced that Stephen Schaefer was hired as regional vice president for Retirement Plans. He will work with advisors and third-party administrators in California and Nevada. “His in-depth knowledge of the business and deep commitment to exceptional service for his advisor partners and customers align strongly with our values. Stephen is a great fit and I’m excited for both him and The Standard.”Post … Continue reading The Standard Hires Stephen Schaefer as Regional Vice President for Retirement Plans

NEW YORK–(BUSINESS WIRE)–Voya Financial, Inc. (NYSE: VOYA), announced today that Robert Leary has been elected to the company’s board of directors, effective Jan. 8, 2024. “Best Place to Work for Disability Inclusion”Post this Leary has more than 30 years of experience across the asset management, employee benefits, retirement, insurance and annuities industries. He currently serves as a senior advisor at Leapfrog Investments, a private investment … Continue reading Robert Leary joins Voya Financial board of directors

Brings Decades of Executive Leadership, Strategic Growth and Operational Excellence to the Firm CLEVELAND–(BUSINESS WIRE)–Glenmede, a privately held and independently owned wealth and investment management firm, today announced the appointment of Bethany Bryant as Regional Director of the Cleveland, Ohio office, reporting to Adam Douberly, Director of Regional Markets. “We have been privileged to serve the Cleveland community for over 25 years, and we intend … Continue reading Glenmede Appoints Bethany Bryant as Cleveland Regional Director

Designed to support independent advisory firms, BridgePort offers customized solutions to drive long-term growth and longevity FAIRFIELD, Iowa–(BUSINESS WIRE)–Cambridge, a leading financial solutions firm serving over 3,800 financial professionals across the country, is pleased to introduce BridgePort Financial Solutions (“BridgePort”), a fee-only registered investment advisor (RIA) firm. BridgePort is designed to support smaller independent advisory firms with a range of technology, succession and acquisition, practice … Continue reading Cambridge Introduces New RIA Firm, BridgePort, and Hires Eddie Rollins as Managing Director

MANCHESTER, N.H.–(BUSINESS WIRE)–Fiduciary Trust of New England (FTNE), a New Hampshire-chartered trust company serving individuals, financial advisors, and nonprofits, has recently welcomed Antonietta (Toni) Brogna, CTFA to the firm as Vice President and Trust Officer. Brogna is based in FTNE’s Manchester, N.H. office, and reports to Fiduciary Trust of New England’s President & CEO Michael Costa, CFA. “We are thrilled to welcome Toni to our New Hampshire trust services … Continue reading Brogna joins FTNE as VP and Trust Officer