Chester County News and Community Website
BALA CYNWYD, PA — Radcliffe Capital Management, L.P. and Kudu Investment Management, LLC announced that Kudu recently acquired a minority stake in Radcliffe and its affiliates. Financial terms were not …
Read More
OAKS, PA — SEI (NASDAQ: SEIC) announced the recent launch of Digital Account Open and Digital Model Management, two key technology enhancements available to independent advisors through the SEI Wealth …
Read More
WILMINGTON, DE — WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, announced that Steve Dunn, Cody Snyder and Erik O’Neal have been named to the American Bankers …
Read More
RADNOR, PA —The Haverford Trust Company announced it recently completed the transition of a majority of clients formerly associated with its sister company, Drexel Morgan Capital Advisers.
Read More
CONSHOHOCKEN, PA — Rosemont, a private investor in employee-owned asset and wealth management firms, announces it has entered a definitive agreement, subject to regulatory approval, to sell Rosemont Partners III, …
Read More
OAKS, PA — SEI (NASDAQ: SEIC) recently announced the results of its inaugural sustainable investing survey, which examines insights from nearly 800 registered investment advisors (RIAs) on core sustainable investing topics, …
Read More RADNOR, PA — The Haverford Trust Company, a private wealth management firm, announced it recently completed the transition of a majority of clients formerly associated with its sister company, Drexel …
Read More
WILMINGTON, DE — John Ventura has joined WSFS Wealth Private Banking, a division of WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), as Senior Vice President, Senior …
Read More
WEST CHESTER, PA — Key Financial, Inc. of West Chester, PA has just announced that their CEO Patti Brennan, CFP® has been named by Forbes in their rankings for America’s Top …
Read More OAKS, PA — SEI (NASDAQ: SEIC) announced a strategic partnership and technology integration with Wealthbox, a client relationship management (CRM) software service designed specifically for financial advisors. Wealthbox joins the nearly 50 …
Read More