Capital Portfolio Management’s Financial Services Professional, Veralynn Morris, Continues to Lead in Providing Key Retirement Strategies
Posts Categorized: Financial Services
Citrin Cooperman, a leading professional services firm, has announced the successful acquisition of MIBAR, a preeminent business software consulting firm based in New York City. This strategic move marks a significant step forward for Citrin Cooperman in broadening its advisory service offerings and enhancing its position in the market. MIBAR will join Citrin Cooperman with… Read more »
Jason Nordlund, Founder of The Norstar Group, Explores Sustainable Alpha Strategies: Hitting Singles vs. Swinging for Home Runs.
Dealing with debt is never a pleasant experience for anyone. Broadly speaking, debt utilization is actually a great way to grow your finances when used properly. Unfortunately, most people misuse debt. In most cases, it’s lack of financial knowledge that causes problems, says 2024 ThreeBestRated® Award Winner Victor Fong, President of Fong and Partners Inc…. Read more »
Citrin Cooperman, a nationally recognized professional services firm, has announced the successful acquisition of Coleman Huntoon & Brown PLLC (CH&B), a North Carolina-based tax, accounting, and business consulting firm. CH&B joins Citrin Cooperman with over 20 employees and more than $7M in revenue, and their Chapel Hill office establishes Citrin Cooperman’s first location in the… Read more »