Reegan Rae has been named co-CEO at Arnerich Massena, a registered investment advisory firm managing $7.74 billion in Portland, Oregon.
Rae, who had been a managing director and senior investment adviser, joins Bryan Shipley, who has served as co-CEO for over a year.
Firm founder Tony Arnerich, who had been co-CEO, will now focus on his family and his venture capital firm, 3x5 Partners.
Shipley also is assuming the role of sole chief investment officer, after serving as co-CIO with Arnerich for four years.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
