Archive for February, 2012

Gresham Partners announces that Principal and advisor Matt Bonaguidi has been named Chief Wealth Strategist,

chris / February 12, 2012 4:29 pm

Independent wealth management firm Gresham Partners announced today that Principal and advisor Matt Bonaguidi has been named Chief Wealth Strategist, designating him as the firm’s in-house subject matter expert for estate planning, wealth transfer and philanthropic planning. Bonaguidi joined Gresham [...]

Key Private Bank launches Delaware Trust Company

chris / February 12, 2012 4:27 pm

Key Private Bank, the investment, trust and wealth management arm of KeyCorp KEY -1.85% , has established Key National Trust Company of Delaware to provide trust services for wealthy clients and prospects seeking asset protection, tax savings and flexibility using [...]

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