Diversified Trust adds SVP, VPs

Former Deutsche, Ziff Brothers trader tapped with building firm's local business
Jul 29, 2014 6:52 AM

Compass EMP launches three more ETFs

Brentwood-based investment management firm Compass EMP last week launched three exchange-traded funds that are plays on volatility. The new products take the total number of Compass ETFs and mutual funds to 21. Check out more info here.

Jul 9, 2014 12:34 PM

Wealth Access picks up the pace

The team at investment reporting platform developer Wealth Access says it now aggregates $7 billion in assets for clients and is adding $600 million a month, more than double its 2013 growth pace. The Nashville-based company this spring wrapped up a funding round that pushed its total amount of money raised to more than $3 million.

“Next generation investors bring a different mindset and expectation to wealth management that has multiple technology touch points,” said Benskin. “Wealth Access, with its aggregation capabilities, multi-generational wealth views and collaboration platform can be the ideal solution for advisors looking to better serve their HNW clients and help them educate their children as to what they own, where their wealth is located, and how it all works together in one easy to understand view.”

Jul 9, 2014 6:44 AM

Hedge fund nearly doubles Delek stake

NY firm manages nearly $5B
Jul 8, 2014 12:16 PM

Regions recruits trust SVP

Former tax attorney moves over from Raymond James
Jun 5, 2014 2:33 PM

Investment fund cashing out of big Brookdale stake

NY firm helped build company's national platform since first investment 14 years ago
May 28, 2014 6:44 AM

Top Diversicare owner casts big vote of confidence

Chad McCurdy has been booking some nice paper gains of late on his and his Marlin Capital Partners' stakes in Diversicare Healthcare Services, but that didn't stop him last week from spending almost $500,000 to snap up another 78,000 shares for various personal accounts. Combined, McCurdy's direct and indirect professional and personal holdings now total 22.7 percent of Diversicare. Shares of the Brentwood-based company (Ticker: DVCR) are up more than 40 percent so far this year.

May 21, 2014 1:41 PM

Wealth management company to take Loews Vanderbilt Plaza space

Stonebridge will leave Music Row for Midtown
May 16, 2014 7:00 AM

Wealth Access brings in more investors

TNInvestco, St. Louis accelerator come aboard to help push funding north of $3M
Apr 23, 2014 7:30 AM

NY money manager declares 5% Brookdale stake

A New York-based investment manager has filed papers with the Securities and Exchange Commission saying it now owns more than 5 percent of Brookdale Senior Living's shares. Visium is home to more than 130 people and manages $5.5 billion for its clients, running both long and short strategies. Shares of Brookdale (Ticker: BKD) are up slightly today to $31.91 and have risen 17 percent year to date.

Apr 22, 2014 12:25 PM