Andrew Foerch is a journalist at Citywire and CFP Board. He specializes in finance and investment, focusing on alternative investments, asset management, investment strategies, and wealth management. Andrew's insights and expertise have been featured in prominent publications such as Citywire and CFP Board.
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Andrew’s coverage primarily focuses on the financial services industry, with an emphasis on private sector announcements and press releases. He frequently covers topics related to wealth management, investment, RIA (Registered Investment Advisor), and mergers & acquisitions.
Given this focus, Andrew would likely be interested in pitches that provide insights into trends within the financial services industry. Pitches offering perspectives from professionals involved in wealth management, investment strategies or those familiar with regulatory changes within these sectors could be well received.
As he often features private sector announcements and press releases in his articles, it is important for pitches to offer exclusive insights or data that can add depth to a story rather than simply reiterating public information.
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Kyle McGrath, 32, has moved to Riverpoint Wealth Management, run by Tim McGrath.
Fi3 Advisors, led by Ivan Hoffman, is Wealthspire’s third deal in the last month.
Brian Haloossim has joined Lido from AllienceBernstein’s Bernstein Private Wealth Management arm, while former president Ken Stern has taken the title of co-CEO alongside Jason Ozur.
The US firm has shed about 1% of its workforce, primarily cutting employees in its tech and product teams, but the firm says it's making room to accommodate a forthcoming growth spurt.
By: Andrew Foerch
Former Pence Wealth Management research associate Ramy Fahim received two consecutive sentences of life in prison with no possibility of parole for the 2022 murders of Griffin Cuomo and Jonathan Bahm.
The Los Angeles RIA is expanding its custodial options in part to help service international clients whom its existing custody partners may not be able to serve.
By: Andrew Foerch
Defendant Travis Henry is listed in regulatory filings as the head of newly formed Los Angeles-based RIA Factory Capital.
This is the first of several stories Citywire will publish as part of its second annual RIA pay report.
The multi-family office said it expects the transaction to bring it to approximately $185bn in total client assets.
By: Alex Steger, Ian Wenik, Andrew Foerch
Plus, a check-in on a pair of million-dollar bets between Peter Mallouk and Mark Cuban at their respective halfway marks.
