Social engagement
Social engagement: 3.6K social following, 9 posts in the last 12 months — above the industry median.
Hiring activity
Hires frequently
18 roles tracked across 6 of the last 12 months
22 Apr 2026 · Managing Director & Senior Wealth Strategist · Cincinnati
17 Apr 2026 · Managing Director & Family Office Fellow · Carmel
3 Apr 2026 · Wealth Planner · Atlanta
2 Apr 2026 · Managing Director (FOS) · Carmel
2 Apr 2026 · Managing Director (CIO) · Carmel
Based on job postings tracked across public sources.
Recent activity
24 Jun 2026
Recognition
17 Jun 2026
Leadership hire
Managing Directors