Geoghegan

MG Partners Private Wealth launches with support from LPL Strategic Wealth Services

Retrieved on: 
Thursday, April 4, 2024

SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .

Key Points: 
  • SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
  • They reported having served approximately $435 million in advisory, brokerage and retirement plan assets* and join LPL from Truist.
  • Based in Hickory, N.C., the advisors have worked together for nearly two decades to provide sophisticated investment and planning services with a personalized touch.
  • We look forward to a long-lasting relationship with MG Partners Private Wealth and wish them great success.”

Kelley Direct Celebrates 25 Years as Original Online MBA Program from Top-Tier Business School

Retrieved on: 
Monday, February 12, 2024

1 online MBA program , part of the Indiana University Kelley School of Business , is marking its 25th anniversary in 2024, at a time when other schools are just launching similar degrees.

Key Points: 
  • 1 online MBA program , part of the Indiana University Kelley School of Business , is marking its 25th anniversary in 2024, at a time when other schools are just launching similar degrees.
  • Kelley Direct is the original online MBA program from a top-tier business school.
  • It was designed to facilitate connections among Kelley grads, whether they earned an MBA through Kelley Direct or through another degree program.
  • Since then, other leading business news outlets began ranking online MBA programs, also ranking Kelley Direct No.

Washington Trust Opens Barrington Branch

Retrieved on: 
Thursday, April 13, 2023

BARRINGTON, R.I., April 13, 2023 /PRNewswire/ -- Washington Trust today announced the opening of its 26th branch location, located at 236 County Road in Barrington, RI.

Key Points: 
  • BARRINGTON, R.I., April 13, 2023 /PRNewswire/ -- Washington Trust today announced the opening of its 26th branch location, located at 236 County Road in Barrington, RI.
  • "We're thrilled to expand our footprint into Rhode Island's East Bay with the opening of our Barrington branch," said Handy.
  • Michael Geoghegan Jr., Assistant Vice President and Branch Manager, will manage the Barrington branch, which offers a full suite of financial solutions, including deposit services, mortgage and home equity loans, business banking services, and wealth management and trust services.
  • Washington Trust's Barrington branch will host a Grand Opening celebration on Saturday, April 29th from 10am-noon.

Vicky Schiff, Dream Unlimited Corp. and PaulsCorp, LLC Launch Avrio Real Estate Credit

Retrieved on: 
Tuesday, March 14, 2023

DENVER and LOS ANGELES and TORONTO, March 14, 2023 (GLOBE NEWSWIRE) -- Dream Unlimited Corp. (TSX: DRM) (“Dream”), PaulsCorp, LLC (“Pauls”) and Vicky Schiff  have launched  Avrio Real Estate Credit (“Avrio”).

Key Points: 
  • DENVER and LOS ANGELES and TORONTO, March 14, 2023 (GLOBE NEWSWIRE) -- Dream Unlimited Corp. (TSX: DRM) (“Dream”), PaulsCorp, LLC (“Pauls”) and Vicky Schiff  have launched  Avrio Real Estate Credit (“Avrio”).
  • “We believe with the current real estate capital markets experiencing some dislocation, now is an opportune time,” according to Schiff, who assumes the role as Avrio’s Chief Executive Officer.
  • “Dream places a strong emphasis on sustainability across all of our strategies and Avrio fits well within our goals of building better communities in our markets,” said Cooper.
  • He previously spent 14 years with C-III Capital/Resource America as a Managing Director and had prior stints at Bear Stearns and PNC Bank.