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Registered Investment Advisor Group Chalice Partners with

New Joint Venture Supports the Rise of Independent RIAs

Chalice Wealth Partners and partner to support growing sector of independent Registered Investment Advisors (RIAs). Burlington, VT and New York, NY: For years, independent broker-dealers were unable to offer the product range of major wirehouses to affiliated Registered Investment Advisors (RIAs), including alternative investments, but lately, that gap has been closing. Chalice and […] Webinar

A Conversation Around Evolving Issuer Opportunities

By Diane Abruzzini On June 19th, Lafayette Real Estate CFO Graeme Humpreys, Principal Scott Anderson, and Head of Real Estate Greg Brown joined host and IMS VP of Business Development Ron Rossi for Investor Management Service’s newest webinar: The Full Stack Capital Raise. Before the JOBS Act, noted Greg Brown, raising funds for […] Finance New York Brokerage Services, LLC Attracts Seasoned Broker to Management Team

New York, NY. Brokerage Services, LLC, a FINRA-member broker-dealer, is proud to announce that Joseph (Joe) Ventresca will join the leadership team in a newly created role, Managing Director of Investment Banking.  Joe brings decades of investment banking experience advising middle market companies seeking capital, and placing investments on behalf of institutional and high […]