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Investment Management

Conestoga Capital Advisors Announces Chang and Johnston as Mid Cap Growth Co-Portfolio Managers
Business

Conestoga Capital Advisors Announces Chang and Johnston as Mid Cap Growth Co-Portfolio Managers

January 19, 2021January 18, 2021 - by MyChesCo

WAYNE, PA — Conestoga Capital Advisors, LLC has announced that Ted Chang will join Derek Johnston as a Co-Portfolio Manager of the firm’s Mid Cap Growth strategy.  Ted has served as Assistant Portfolio Manager for the …

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Pacer ETFs
Investment

Pacer ETFs Launches Structured Outcome Strategy ETFs in Partnership With Swan Global Management

December 28, 2020December 26, 2020 - by MyChesCo

MALVERN, PA — Pacer ETFs, an ETF provider that offers strategy-driven, rules-based ETFs, announced recently their new Structured Outcome Strategies (SOS) fund family: The Pacer Swan SOS ETF Series. Pacer …

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The Vanguard Group
Executives

Vanguard Announces Senior Leadership Changes

December 7, 2020December 6, 2020 - by MyChesCo

VALLEY FORGE, PA — Vanguard has recently announced several senior leadership changes. Chris McIsaac, currently head of Vanguard’s Planning and Development Division, has been named head of Vanguard’s International business. …

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The Vanguard Group
Investment

Vanguard Introduces How America Invests

December 6, 2020December 5, 2020 - by MyChesCo

VALLEY FORGE, PA — Building upon decades of thought leadership and investor advocacy, Vanguard has introduced How America Invests, a comprehensive analysis of Vanguard investor behavior. The compendium examines the …

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Wealthcare Announces Integration with SS&C's Black Diamond Wealth Platform
Business

Wealthcare Announces Integration with SS&C’s Black Diamond Wealth Platform

November 2, 2020November 2, 2020 - by MyChesCo

WEST CHESTER, PA — Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, has announced a new integration with …

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The Vanguard Group
Business

Vanguard Adds Sprucegrove Investment Management as External Advisor

October 13, 2020October 10, 2020 - by MyChesCo

VALLEY FORGE, PA — Vanguard announced Sprucegrove Investment Management Ltd. was added to the firm’s distinguished roster of world-class active management expertise. Effective October 12, 2020, Sprucegrove joined Lazard Asset …

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Brinker Capital Inc
Mergers and Acquisitions

Berwyn-based Brinker Capital Completes Merger with Orion Advisor Solutions

September 28, 2020September 26, 2020 - by MyChesCo

BERWYN, PA — Orion Advisor Solutions (Orion) and Brinker Capital announced the recent closing of their merger, unifying the industry’s foremost technology provider for fiduciary advisors with the largest privately held turnkey asset …

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Brinker Capital Inc
Consumer Research

Brinker Capital Releases Next Chapter in Behavioral Insights Series

August 24, 2020August 24, 2020 - by MyChesCo

BERWYN, PA — To provide financial advisors with a better understanding of how an individual’s behavior impacts their investing philosophy, Brinker Capital – a leading investment management company focused on …

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Patti Brennan - Barron’s
Women in Business

West Chester’s Patti Brennan Ranks #25 In Barron’s Top 100 Women Advisors in the Nation

July 25, 2020July 25, 2020 - by MyChesCo

WEST CHESTER, PA — Key Financial, Inc. a financial planning and wealth management firm that oversees over $1 billion of assets under management, today announced that Patti Brennan, President and …

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Palladiem Announces the Launch of Two New Direct Indexes
Investment

Palladiem Announces the Launch of Two New Direct Indexes

June 20, 2020June 20, 2020 - by MyChesCo

WAYNE, PA — Palladiem, LLC, based in Wayne, PA, announces the launch of two new direct indexes (investable) for investors; The Risk Managed Gold Index (GRIN) and The Crypto Opportunity …

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