Carina Diamond has joined the 2021 RIA Institute Advisory Board. Click Here to learn more.
News
Peter Raimondi named a finalist for WealthManagement.com 2020 Industry Awards in two categories: CEO of the Year and M&A Leader of the Year
Read the news release here: https://www.wealthmanagement.com/industry/wealthmanagementcom-industry-awards-finalists-announced More about the 2020 WealthManagement.com Industry Awards: https://informaconnect.com/wealthmanagementcom-2020-industry-awards/
Carina Diamond Named to Forbes Top Women Wealth Advisors 2020
Carina Diamond was named to Forbes list of Top Women Wealth Advisors 2020. See the […]
Barron’s: Secrets of Serial Wealth Management Entrepreneurs
Barron’s profiles Peter Raimondi and his success in creating successful wealth management firms. Read the […]
Carina Diamond Panelist on InvestmentNews Webcast
Carina Diamond was featured on an InvestmentNews webcast, September 24, on strengthening client-advisor bonds. Listen […]
Peter Raimondi and Michael Reed Present at Fidelity Conference
Peter Raimondi, CEO, and Michael Reed, COO, were recently featured at a Fidelity Investments conference […]
