| Kevin M. Fretz Joins Mid-Atlantic Office as Client Advisor |
| 7/26/2010 |
| Silver Bridge announces the appointment of Kevin M. Fretz as Client Advisor in the firm’s Mid-Atlantic office ... Read More >> |
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| Silver Bridge expands to the West Coast, and launches Silver Bridge Family Office Partners |
| 7/20/2010 |
| Silver Bridge announces it has agreed to acquire H&S Financial Advisors, a San Francisco-based wealth advisory boutique. ... Read More >> |
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| Silver Bridge supports The Committee for the Fiduciary Standard and the Fiduciary Statement |
| 6/15/2010 |
| Silver Bridge has taken the step of supporting the Fiduciary Statement along with nine other family wealth industry leaders. ... Read More >> |
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| Silver Bridge Hosts Inner-City Scholarship Fund's Industry Tour Program |
| 2/18/2010 |
| Twenty freshmen and sophomores from Notre Dame High School in Lawrence, MA visited Silver Bridge Advisors in downtown Boston on February 4th, 2010 as part of the Inner-City Scholarship Fund’s Industry Tour Program ... Download PDF >> |
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| Silver Bridge Announces the Opening of its Delaware Office |
| 2/10/2010 |
| BOSTON, MA (February 10, 2010) – Silver Bridge , an independent, objective wealth advisory firm that provides thoughtful, integrated wealth management solutions, announces the opening of its Mid-Atlantic Regional office in Greenville, Delaware ... Download PDF >> |
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| Silver Bridge Advisors Expands Business with Mid-Atlantic Office and Establishment of Delaware Trust |
| 9/14/2009 |
| Silver Bridge announces the appointment of Benjamin J. Ledyard as the Regional Director for the Mid-Atlantic and the Director of Wealth Strategies for the firm. As Regional Director of the Mid-Atlantic, he will be responsible for expanding the firm’s wealth advisory services to the Mid-Atlantic region and establishing a Delaware trust office to offer the “Delaware Trust Advantage” to the firm’s clients nationally ... Download PDF >> |
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| Silver Bridge Advisors Continues to Grow in Challenging Market Environment |
| 6/1/2009 |
| Silver Bridge announces the appointment of Lynne Dombroski as Principal and Client Advisor. A tenured investment professional, Ms. Dombroski will be responsible for partnering with successful families to grow, manage, protect and transfer their assets. Working closely with her Silver Bridge colleagues and clients’ external advisors, she is charged with providing thoughtful investment and wealth management solutions, incorporating each client’s investment objectives with philanthropic, estate and tax planning strategies. ... Download PDF >> |
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| Silver Bridge Advisors Appoints Family Office Industry Expert as Director of Family Office Services |
| 3/26/2009 |
| Silver Bridge announces the appointment of Allison L. Taff as Director of Family Office Services. Ms. Taff will be responsible for further enhancing the firm’s family office services platform in collaboration with the technology and operations teams. She will also work closely with Silver Bridge ’s client advisory teams to refine the service model and client experience for family office clients. ... Download PDF >> |
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| HDWA Announces the Next Generation of its Firm: Silver Bridge Advisors |
| 9/29/2008 |
| After more than 80 years of assisting successful individuals and families in making sound decisions about their wealth, the firm has spent the past several years investing heavily in expanded capabilities to meet the increasingly complex needs of today’s wealthy clients ... Download PDF >> |
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| Silver Bridge Announces New Chief Investment Officer and Head of Fixed Income |
| 6/25/2007 |
| Silver Bridge announces the hiring of a new Chief Investment Officer, Thomas Manning, and Head of Fixed Income, Michelle Knight. ... Download PDF >> |
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