 NEWS ARTICLES and UPCOMING EVENTS
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New Acquisition
"WealthTrust LLC announced that it has signed a definitive agreement to acquire a majority interest in Foldes Financial Management, a Miami, Florida-based wealth management firm. "
October 1, 2008
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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
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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
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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
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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.
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Family Wealth Report
"New deal frees WealthTrust to chart own its course"
November 14, 2006
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Tennesseean
"WealthTrust bought by New York firm"
November 14, 2006
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Birmingham News
"N.Y. firm buys Regions' WealthTrust unit"
November 14, 2006
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Investment News
"Circle Peak buys WealthTrust"
November 14, 2006
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DowJones MarketWatch
"Circle Peak Capital Announces Acquisition and Recapitalization of WealthTrust, Inc. "
November 14, 2006
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