Etico Press Releases - EIN Presswire - Press Release Distribution Service

Published on March 10, 2026 - 10:30 GMT

Etico Appoints Megan Jorgenson as VP of Advisor Growth & Women's Markets, Advancing Its Advisor-First Growth Commitment

Thirty-year industry veteran brings women's markets expertise and advisor enablement leadership to Etico's expanding national platform SARATOGA SPRINGS, NY, UNITED STATES, March 10, 2026 /⁨EINPresswire.com⁩/ -- Etico, a rapidly growing …

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Published on December 2, 2025 - 13:00 GMT

Quartz Partners Investment Management Appoints Joe Nassar as Vice President of Business Development

New hire strengthens advisor partnerships and expands support for SMA-based practices SARATOGA SPRINGS, NY, UNITED STATES, December 2, 2025 /⁨EINPresswire.com⁩/ -- Quartz Partners Investment Management announced the appointment of Joe Nassar as Vice …

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Published on November 18, 2025 - 15:41 GMT

Etico Appoints Mike O’Connor as CFO, Reinforcing Advisor-Centric Growth Strategy

Industry veteran joins to strengthen financial infrastructure and support accelerated national growth SARATOGA SPRINGS, NY, UNITED STATES, November 18, 2025 /⁨EINPresswire.com⁩/ -- Etico, a rapidly growing independent wealth advisory platform, announced …

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Published on September 9, 2025 - 11:45 GMT

Etico Unveils New Saratoga Springs Headquarters to Power National Growth

Firm opens a state-of-the-art hub for advisor support and operational excellence following $10 million investment from Eos Ventures SARATOGA SPRINGS, NY, UNITED STATES, September 9, 2025 /⁨EINPresswire.com⁩/ -- Etico, a leading independent wealth advisory …

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Published on August 19, 2025 - 13:00 GMT

Etico VIP Race Day Celebrates Firm’s Growth and Community Partnerships

Firm recognizes $10M investment and ongoing commitment to advisor-first services with exclusive Saratoga Springs event SARATOGA SPRINGS, NY, UNITED STATES, August 19, 2025 /⁨EINPresswire.com⁩/ -- Etico marked a major milestone on Friday, August 13, with …

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Published on August 5, 2025 - 12:30 GMT

Etico Expands Rapidly with Key Leadership Hires and New Advisor Partnerships Across the U.S.

Advisor-first platform adds compliance and operations talent, welcomes nine independent advisors across key regional markets. SARATOGA SPRINGS, NY, UNITED STATES, August 5, 2025 /⁨EINPresswire.com⁩/ -- Etico, a fast-growing independent wealth advisory …

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Published on April 29, 2025 - 17:26 GMT

Etico Financial Secures $10M Investment from Eos Ventures to Empower Modern Wealth Advisory

Funding will accelerate Etico’s platform and position as best-in-class support for independent financial advisors SARATOGA SPRINGS, NY, UNITED STATES, April 29, 2025 /⁨EINPresswire.com⁩/ -- Etico, a modern wealth advisory platform specializing in bespoke …

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Published on February 25, 2025 - 12:00 GMT

Etico Financial Names Anthony Spencer as Vice President, Business Development to Lead National Advisor Growth

With a track record of helping advisors grow, Spencer joins Etico to expand opportunities, streamline transitions, and support business success. SARATOGA SPRINGS, NY, UNITED STATES, February 25, 2025 /⁨EINPresswire.com⁩/ -- Etico Financial is proud to …

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Published on December 19, 2024 - 12:00 GMT

Etico Financial Partners with BetaSmartz to Redefine Wealth Management for Independent Advisors

Empowering RIAs with AI-powered tools for seamless financial planning, portfolio optimization, and unparalleled client insights. SARATOGA SPRINGS, NY, UNITED STATES, December 19, 2024 /⁨EINPresswire.com⁩/ -- Etico Financial, a leader in customized …

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Published on October 18, 2023 - 15:04 GMT

Etico Financial Acquires Asteria Wealth Strategies to Expand Quartz Partners Institutional Wealth Management Offerings

SARATOGA SPRINGS, NY, USA, October 18, 2023 /⁨EINPresswire.com⁩/ -- Quartz Partners Investment Management, the institutional investment management division of Etico Financial, announced today it has acquired the portfolio strategies of Asteria Wealth, a …

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Published on April 21, 2022 - 15:55 GMT

Quartz Partners Investment Management Joins Clifton Park-based Quaestus Holdings in Strategic Advisory Partnership

Combination Designed to Accelerate Expansion of Advisor Network, Addition of Strategic Advisors and Deployment of a new Digital Advisory Platform. CLIFTON PARK, NY, USA, April 21, 2022 /⁨EINPresswire.com⁩/ -- Quartz Partners, the nationally recognized SEC …

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