The Anderson McKelvey Group is based outside of Orlando and focuses on individuals, families, and corporate executives in the aerospace and defense industries.
Meketa’s new RIA-focused private investment platform has a new capital partner, while Cetera and Snowden Lane both announced deals and SEIA hired a new head of wealth transfer.
The bank is seeking a temporary restraining order against Matthew D. Sitarski, alleging he accessed client information, violated contractual agreements and lured away clients with nearly $4 million in assets.