Press release
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 closely with his former colleague, Benjamin Ledyard, who joined as Regional Director in 2009, and Senior Client Advisor, Kelley Reilly.About Silver Bridge Advisors
For more than 80 years, Silver Bridge has been focused on helping individuals and families realize their financial goals and aspirations. As an independent wealth management firm that is owner managed, our advisors’ interests are aligned with our clients’ needs. We offer objective, thoughtful advice and customized solutions that integrate each individual’s or family’s investment, philanthropic, tax, and wealth transfer objectives. All investment advisory services are provided through Silver Bridge Capital Management, LLC, a registered investment advisor and affiliate of Silver Bridge Advisors, LLC. For more information about Silver Bridge, please visit us at http://www.silverbridgeadvisors.com.
Dan Dent
Bishoff Communications
575 Boylston St
Boston, MA 02116
This release was published on openPR.
Permanent link to this press release:
Copy
Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.
You can edit or delete your press release Wilmington Trust Veteran Joins Silver Bridge here
News-ID: 139745 • Views: …
More Releases from Silver Bridge
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…
More Releases for Advisor
Introducing Wrench AI Advisor (WAA)
Transforming Data into Smart Decision
India, 29th, Apr 2024: Wrench Solutions releases its AI-powered Advisor (WAA) as part of the latest SmartProject upgrade. WAA uses Adaptive AI and Machine learning (Random forest ML) to help users get the most out of their data. Accessing past problems and solutions to proactive course-correcting and preventive planning and is a must-have for every digitally-driven engineering and EPC organisations.
WAA will not only prompt, predict,…
Financial Planning Software Market Sets the Table for Continued Growth | Advicen …
Global Financial Planning Software Market Report from AMA Research highlights deep analysis on market characteristics, sizing, estimates and growth by segmentation, regional breakdowns & country along with competitive landscape, player's market shares, and strategies that are key in the market. The exploration provides a 360° view and insights, highlighting major outcomes of the industry. These insights help the business decisionmakers to formulate better business plans and make informed decisions to…
Robo-Advisor Market Shaping From Growth To Value | FutureAdvisor, Personal Capit …
The latest independent research document on Global Robo-Advisor examine investment in Market. It describes how companies deploying these technologies across various industry verticals aim to explore its potential to become a major business disrupter. The study eludes very useful reviews & strategic assessment including the generic market trends, emerging technologies, industry drivers, challenges, regulatory policies that propel the market growth, along with major players profile and strategies. This version of…
Global Robo-Advisor Market 2020-2025 Industry Players Like | Betterment, FutureA …
The Robo-Advisor Market report is a valuable source of insightful data for business strategists. It provides the industry overview with growth analysis and historical & futuristic cost, revenue, demand and supply data (as applicable). Report explores the current outlook in global and key regions from the perspective of players, countries, product types and end industries. This Robo-Advisor Market study provides comprehensive data which enhances the understanding, scope and application of…
Robo-advisor Market Expected to Witness the Highest Growth 2024 | Betterment, Fu …
Robo-advisor Global Market Report 2020-2024
Robo-advisor is basically an automated, algorithm based portfolio management service offered by wealth management companies. It significantly decreases management cost involved in providing all the financial advice through manpower, thus assisting wealth management companies to provide this as a minimal cost service for their customers. Robo advisory is an automated portfolio management software, which allows the customers to consistently adjust and customize the online investment in…
Robo-advisor Market is Thriving Worldwide | Betterment, FutureAdvisor, Personal …
The definitive source for facts, data and analysis of the Global Robo-advisor market.
Check Sample Pages of Global Robo-advisor Market Factbook
Introducing the Global Robo-advisor Industry Factbook – the most comprehensive and reliable data resource for the Robo-advisor available now that deliver a complete, end-to-end look at the Robo-advisor supply chain, changing market dynamics, evolving trends with historical market size breakdown by key segments and geographic territories that majority of leader and…
