Press Releases from Silver Bridge (2 total)
Wilmington Trust Veteran Joins Silver Bridge
BOSTON, MA (July 28, 2010) – Silver Bridge, a wealth advisory firm affiliated with the law firm Wilmer Cutler Pickering Hale and Dorr LLP, announces the appointment of Kevin M. Fretz as Client Advisor in the firm’s Mid-Atlantic office. Fretz, who has 20 years of experience in the wealth management industry, joins Silver Bridge from Wilmington Family Office, the multi-family office subsidiary of Wilmington Trust Company. He will be working…
Silver Bridge Agrees to Buy San Francisco Firm
BOSTON, MA (July 20, 2010) – Silver Bridge, an independent wealth advisory firm that provides thoughtful, integrated wealth management solutions, announces it has agreed to acquire H&S Financial Advisors (“H&S”), a San Francisco-based wealth advisory boutique. Martim de Arantes Oliveira, the former head of H&S, will run the West Coast operation for Silver Bridge, as Regional Director, with a focus on multi-generational and entrepreneurial wealth. Oliveira, who has over 20…
