Seventy2 Capital Wealth Management Press Releases - EIN Presswire

Published on August 31, 2026 - 12:18 GMT

Jeff Sharpe and Scott Tansley join Seventy2 Capital, expanding in Westport and opening a new office in Cheshire, CT

BETHESDA, MD, UNITED STATES, August 31, 2026 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington, DC –Baltimore region, announced today that it has added …

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Published on August 28, 2026 - 12:27 GMT

Steven Bonavita joins Seventy2 Capital as Executive Vice President & Financial Advisor

BETHESDA, MD, UNITED STATES, August 28, 2026 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington, D.C. – Baltimore region, announced today that it has …

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Published on August 28, 2026 - 12:25 GMT

Three Seventy2 Capital Advisors named in 2026 AdvisorHub Advisors to Watch

BETHESDA, MD, UNITED STATES, August 28, 2026 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington, DC –Baltimore region, announced today that three of their …

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Published on May 19, 2026 - 18:35 GMT

The Appling & Landerholm Private Wealth Group join Seventy2 Capital, opening new office in Southlake, TX

BETHESDA, MD, UNITED STATES, May 19, 2026 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington, DC –Baltimore region, announced today that it has expanded its …

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Published on May 19, 2026 - 18:24 GMT

Christopher Kelly and Bret Schertz join Seventy2 Capital as Executive Vice President and Senior Vice President

BETHESDA, MD, UNITED STATES, May 19, 2026 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC–Baltimore region, announced today that Chris Kelly and Bret …

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Published on February 12, 2026 - 20:27 GMT

Matt Lane joins Seventy2 Capital as Senior Vice President

BETHESDA, MD, UNITED STATES, February 12, 2026 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that they are …

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Published on February 12, 2026 - 20:24 GMT

Seventy2 Capital Wealth Management named to 2025 Forbes Americas Top Wealth Management Teams: High Net Worth

BETHESDA, MD, UNITED STATES, February 12, 2026 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that they have been …

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Published on September 22, 2025 - 14:24 GMT

James Shea joins Seventy2 Capital as Senior Vice President & Financial Advisor, Senior Portfolio Manager

BETHESDA, MD, UNITED STATES, September 22, 2025 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that James Shea has …

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Published on September 22, 2025 - 14:23 GMT

David Waite joins Seventy2 Capital Wealth Management as Vice President & Financial Advisor

BETHESDA, MD, UNITED STATES, September 22, 2025 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that David Waite …

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Published on August 8, 2025 - 12:00 GMT

11 Seventy2 Capital Team Members Listed as 2025 Five Star Wealth Managers

BETHESDA, MD, UNITED STATES, August 8, 2025 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that eleven of their …

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Published on July 23, 2025 - 12:00 GMT

Seventy2 Capital opens office in Andover, MA with the addition of three team members

BETHESDA, MD, UNITED STATES, July 23, 2025 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that they are expanding …

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Published on May 15, 2025 - 12:00 GMT

Seventy2 Capital Ranks 20th on Barron’s 2025 Top 250 Private Wealth Management Teams

BETHESDA, MD, UNITED STATES, May 15, 2025 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that they have ranked …

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Published on March 11, 2025 - 19:16 GMT

Patricia Van Kirk joins Seventy2 Capital Wealth Management as Senior Vice President & Financial Advisor

BETHESDA, MD, UNITED STATES, March 11, 2025 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that Patricia Van Kirk …

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Published on March 11, 2025 - 19:15 GMT

Seventy2 Capital announces five new team members joining their Red Bank, NJ office

BETHESDA, MD, UNITED STATES, March 11, 2025 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that five new team …

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Published on March 6, 2025 - 14:14 GMT

Seventy2 Capital opens office in Iselin, NJ with the addition of seven team members

BETHESDA, MD, UNITED STATES, March 6, 2025 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that they are opening …

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Published on January 15, 2025 - 22:27 GMT

Seventy2 Capital named in 2025 Forbes Best-in-State Wealth Management Teams

BETHESDA, MD, UNITED STATES, January 15, 2025 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that their practice …

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Published on January 15, 2025 - 22:26 GMT

Dominick Giovannone, Brandon Kape, and Pacita DeVera join Seventy2 Capital Wealth Management

BETHESDA, MD, UNITED STATES, January 15, 2025 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that Dominick …

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Published on November 25, 2024 - 13:26 GMT

Seventy2 Capital Wealth Management Surpasses $10 Billion in Assets Under Management

BETHESDA, MD, UNITED STATES, November 25, 2024 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced that their practice has …

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Published on November 21, 2024 - 19:18 GMT

Seventy2 Capital Wealth Management named to 2024 Forbes Americas Top Wealth Management Teams: High Net Worth

BETHESDA, MD, UNITED STATES, November 21, 2024 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that they have been …

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Published on November 21, 2024 - 19:14 GMT

Hayden Bates joins Seventy2 Capital Wealth Management as Executive Director & Financial Advisor

BETHESDA, MD, UNITED STATES, November 21, 2024 /⁨EINPresswire.com⁩/ -- Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that Hayden Bates …

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