In a newly created role, Lichtenstein will lead Berkshire’s data science, advanced analytics, and generative AI efforts.

Accrual Equity Partners has hired James Taylor as a managing partner. In this new role, Taylor will collaborate with AEP’s portfolio companies to drive growth, expansion, technology integration, as ...

Cerity Partners is cementing its commitment to organic growth by giving a seasoned veteran a new seat at its table of C-suite executives. The firm revealed Monday that it has welcomed Todd Cassler to ...

Procyon Partners, an RIA managing $7 billion in client assets as part of the Dynasty Financial network, is looking to bolster its growth efforts with a new leadership appointment. On Monday, the firm ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Through this partnership, Tap will integrate Moorwand's comprehensive ...