Martine Lellis, who joined Mercer as chief talent officer in 2020, will serve as principal of M&A partner development, supporting Dave Barton, who continues to lead M&A across the firm.
Several pros who have blazed trails in the ETF sector shared tips for achieving success.
Stich, who left digital custodian Entrustody in January, joins MarketCounsel this week as executive managing director and will...
Based in Los Angeles, Eric Gray and Lance Polverini specialize in ultra-high-net-worth clients.
Kelly Milligan filed a class action complaint in federal court, arguing he lost $500,000 in deferred compensation after leaving the wirehouse several years ago. One attorney estimated more than 1,000 former Merrill advisors have a similar story.
The move will allow CEO and founder Paul Saganey to focus on coaching the firm’s advisors working with higher-net-worth clients.
The five advisors are based in Newton Lower Falls, Mass. and will form Lightship Wealth Strategies.
