McCartan, who became CMO at Hightower in July 2022, shared the “bittersweet update” that she had departed the firm, saying she was unsure but excited about her next opportunity.
The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA.
Thomas Hofstetter and Daniel Baron will join the Ohio-based DayMark, a Dynasty Financial Partners member firm managing about $2.5 billion in assets.
This is Wealth Enhancement Group’s fourth transaction this year and its 18th location in California.
Marshberry’s director of financial advisory services on how advisors navigate their growth trajectories.
Adam Birenbaum, currently chairman and CEO of Buckingham, will become the combined company’s new CEO.
