Tag: Steward Partners
Steward Partners expands with acquisition of Monaco Capital and Saling Simms
Steward Partners, an independent and employee-owned financial services firm, has announced the acquisition of two financial advisory firms, Monaco Capital and Saling Simms, under its ... Read More
Steward Partners acquires investment adviser Umpqua Investments
Steward Partners, a US-based wealth management firm, has completed its acquisition of Umpqua Investments, a registered broker dealer and registered investment adviser, from Umpqua Holdings. ... Read More