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Lancaster firm names new leadership
A Lancaster-based firm announced key executive leadership position transitions.
Stonebridge Financial expands with York office
Wormleysburg-based Stonebridge Financial opened its first York office this month, marking the wealth advisory firm’s third location.
Midstate financial planning firms merge
Advent Partners has merged with Northeastern Star Asset Management, expanding its financial planning services and strengthening its advisor team across Pennsylvania.
InTandem Financial opens Camp Hill office
InTandem Financial relocates its office to Camp Hill, enhancing financial planning services and client experience across the Capital Region.
Lancaster-based firm names new COO
Ambassador Advisors of Lancaster announced the promotion of Robert Nayden to COO.
A Conversation With: Christopher Cassel
Christopher Cassel, 37, has spent more than 15 years in wealth management and public accounting, with experience in financial planning, investment management, corporate retirement plan consulting and business succession planning. He joined Harrisburg-based Sevenbridge Financial Group earlier this year as a senior wealth adviser.
