In addition, client referral firm Advisor.com hires a COO to lead digital marketing, and BlueSpring makes leadership hires ...

Viral Patel is the CEO of BXPE. Patel is a member of the Investment Committees for BXPE, Blackstone Growth and participates ...

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Michael Bruno is an associate in Baker McKenzie's Tax Practice Group in Miami. Michael focuses his practice on international tax planning, wealth management, and general corporate and partnership ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the past 15 ...

Marissa is a partner at Dungey Dougherty PLLC, practicing out of Greenwich, Connecticut and New York City. She focuses on tax and estate planning for high-net-worth individuals and their families.

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