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NEWS ARTICLES and UPCOMING EVENTS

 
Mark Rogozinski Named Senior Vice President Corporate Development at WealthTrust, LLC
"WealthTrust announced that Mark Rogozinski has joined the company as Senior Vice President-Corporate Development. In this role, he will be responsible for acquisition development and external strategic relationships. He will be based in New York City."
February 7, 2008

 
Holly D. Deem Named Chief Operating Officer at WealthTrust, LLC
"WealthTrust announced that Holly D. Deem, CFA, has joined the company as Chief Operating Officer. She will be based at WealthTrust’s Nashville headquarters."
January 7, 2008

 
New Acquisition
"WealthTrust LLC announced that it has signed a definitive agreement to obtain a majority stake in Fairport Asset Management, a Cleveland, Ohio-based wealth management firm with $1 billion in assets under management, to be effective on or about November 30, 2007."
December 1, 2007

 
New Acquisition
"Axiom Asset Management, a financial advisory firm with
more than $600 million in client assets, announced today that it has entered into a definitive agreement with WealthTrust LLC, which will invest in and partner with the Radnor, Pennsylvania-based firm, effective November 1, 2007."
November 2, 2007

 
WealthTrust's Rush Benton was a featured speaker at Houlihan Lokey's 3rd Annual Financial Services Conference in New York. His talk on "Building Relationships for Growth" was presented on April 18, 2007.

 
Family Wealth Report
"New deal frees WealthTrust to chart own its course"
November 14, 2006

 
Tennesseean
"WealthTrust bought by New York firm"
November 14, 2006

 
Birmingham News
"N.Y. firm buys Regions' WealthTrust unit"
November 14, 2006

 
Investment News
"Circle Peak buys WealthTrust"
November 14, 2006

 
DowJones MarketWatch
"Circle Peak Capital Announces Acquisition and Recapitalization of WealthTrust, Inc. "
November 14, 2006

 
   
   


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