Webb11 juli 2024 · The registered investment advisor firm has acquired BT Wealth Management. July 11, 2024. ... Craig will become regional director, while Clay McDaniel will serve as chief investment officer of private markets and Justin Snell as chief operating officer, according to WAAM. Webb6 juli 2024 · RIA deal creates strategic foothold in Georgia and sparks an evolution of the firm's marketplace positioning WA Asset Management ("WAAM"), a registered investment adviser ("RIA";) that specializes ...
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Webb11 juli 2024 · Founded in 2008 as the wealth management division of accounting firm Bennett Thrasher, BTWM now oversees around $1 billion in assets under management, … Webb6 juli 2024 · BIRMINGHAM, Ala., July 06, 2024--WA Asset Management ("WAAM"), a registered investment adviser ("RIA") that specializes in investment management, … how many pa in a newton
WA Asset Management acquires Atlanta-based BT Wealth …
WebbFirm That Recently Surpassed $500 Million in Assets Under Management Adds Fifth Hire Since April ATLANTA, October 12, 2024 – BT Wealth Management, whose rapid growth pushed it past the $500 million mark in discretionary assets under management (AUM) earlier this summer, has named Justin Snell as the firm’s new chief operating officer. http://metroatlantaceo.com/news/2024/07/wa-asset-management-acquires-bt-wealth-management/ Webb6 juli 2024 · The acquisition of BT Wealth Management increases WA Asset Management's assets under management by about $1 billion, according to a news … howburn road thurso