Etico Press Releases - EIN Presswire - Press Release Distribution Service

Published on July 8, 2026 - 18:00 GMT

Etico Appoints Wealthtech Veteran Walter Gengarelly as Inaugural Chief Technology Officer

A 25-year veteran joins Etico to architect the next generation of advisor and client technology as the firm moves to redefine modern wealth management. SARATOGA SPRINGS, NY, UNITED STATES, July 8, 2026 /⁨EINPresswire.com⁩/ -- Etico Financial ( …

Distribution channels: Banking, Finance & Investment Industry, Technology ...

Published on April 21, 2026 - 17:45 GMT

Quartz Partners Acquires AthenaInvest’s Behavioral Investment Strategies and Research

VC-Backed Boutique Asset Manager Deepens Intellectual Capital and Expands Differentiated Model Delivery Across Major TAMP Platforms SARATOGA SPRINGS, NY, UNITED STATES, April 21, 2026 /⁨EINPresswire.com⁩/ -- Quartz Partners Investment Management, a …

Distribution channels: Banking, Finance & Investment Industry ...

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 …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

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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