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The addition of The Parker Group, which joins Baird from Morgan Stanley, marks the 11th private wealth management office in the state for the wealth management firm.
The 34-year-old is an investment strategist at Adasina Social Capital, a new initiative from Robasciotti & Philipson that seeks to make its custom social justice index and other investment strategies more accessible to the general public.
Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company.
George Nichols III, the first Black president and CEO of the American College of Financial Services, recently outlined an aggressive yet practical plan to put more Black Americans on a path to upward mobility and wealth creation, and set out a...