RICHMOND, Virginia – Cary Street Partners LLC, a leading full service wealth management and investment banking firm, announced today the selection of Rogerscasey to provide research consulting services for its Wealth Management Division.
As a component of Cary Street Partners’ open architecture platform, Rogerscasey’s research services will further enhance Cary Street Partners’ wealth management service offerings to clients by providing market strategy solutions, economic assessments and a customized model of alternatives managers to meet Cary Street Partners’ specific client needs.
“The relationship between our firm and Rogerscasey is a natural extension of our growing wealth management platform and our ability to provide exceptional, customized financial solutions to our valued clients,” noted Kip Caffey, managing partner of Cary Street Partners. “I am particularly excited about the strength and breadth that Rogerscasey has in alternative investments, an area of interest for our clients. I feel confident that Rogerscasey’s research will provide our financial advisors with the valuable supplementary tools needed to provide our clients with a deeper level of innovative, client-driven advice while positioning our firm for continued growth.”
As a global investment solutions firm, Rogerscasey provides objective, independent investment advice and implemented solutions supported by a commitment to a fundamental and strategic research process.
“We are enthusiastic about working with Cary Street Partners on this innovative solution to meet the unique needs of their clients,” said David Pappalardo, Senior Vice President and Advisor Solutions Practice Leader. “Our efforts will allow Cary Street Partners to build upon their existing successful internal strategies with an array of strategic, tailored services that align with their immediate and long-term objectives.”
About Cary Street Partners:
Cary Street Partners (www.carystreetpartners.com) is a full service wealth management and investment banking firm headquartered in Richmond, Virginia with offices in Virginia, North Carolina, Georgia, Tennessee and Texas. The firm provides objective wealth management and investment banking solutions to successful individuals, institutions and companies. The Wealth Management division provides financial advice to individuals, family offices and nonprofit institutions, including financial planning, manager recommendations and portfolio construction and maintenance. The investment banking team provides merger and acquisition advisory services, private placements of debt and equity capital, and strategic advice to emerging growth companies in select industries in the Southeast. Cary Street Partners is the trade name used by two separate limited liability companies, Cary Street Partners Investment Advisory LLC, a registered investment advisor; and Cary Street Partners LLC, a registered broker-dealer and member of FINRA and SIPC.
Segal Rogerscasey (www.segalrc.com) a member of The Segal Group, is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 45 years and is one of the largest U.S.-based investment consultants. Clients include corporations, nonprofit organizations, endowments, foundations, state and local governments and joint boards of trustees administering benefits plans under the Taft-Hartley Act. The firm works with financial intermediaries through Rogerscasey, a Division of SegalAdvisors, and with Canadian clients through Segal Rogerscasey Canada.