MAI Capital Management LLC, an Ohio-based adviser specializing in investment and financial planning for high-net-worth individuals and families, has acquired Boulder’s Harbor Wealth Management.

Wealthspire has signed an agreement to purchase Walden Wealth Partners, a firm founded in 2015, led by Karin Maloney Stifler and Sarah Hannibal, and overseeing about $420 million under management, ...

Lauderdale, FL after undergraduate studies at John Carroll University in Cleveland, OH. Michael works out of Charlotte, NC and Palm Beach, FL.

Starting a business in Ohio offers a conducive environment due to its robust economy and supportive state policies.

The SPI group has been recognized as an important thought leader representing the financial ... Cleveland, State of New Jersey, State of California, Dormitory Authority of the State of New York ...

With all 45 employees still on board following the acquisition, Wayne Wilbanks assured clients they will see little change, ...

Addition of all-woman team expands the firm’s growing Midwest presenceNew York, May 08, 2024 (GLOBE NEWSWIRE) -- LLC, an NFP ...

Bill Glubiak, CEO of Cedar Brook, said his firm will benefit from access to SEIA’s trust and estate planning capabilities, in ...

Cedar Brook has strong expertise in financial planning, which SEIA says will complement its appointment of April Rosenberry, ...

CLEVELAND, Ohio — Cleveland State University will ... they are projections,” Bloomberg said. “We are not planning for reduced enrollment. We’re planning and continue to plan to seek ...

Ohio’s higher education system, once a source of optimism and confidence in the future, now faces declining enrollment, high ...

After 25 years of groundbreaking contemporary dance performances throughout Northeast Ohio, GroundWorks DanceTheater is practicing for its grand finale. The appearance on August 10 at Cain Park in ...