Posts Categorized: Financial Services

Citrin Cooperman Continues Geographic Expansion with Acquisition of Coleman Huntoon & Brown PLLC

Posted filed under Financial Services.

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 »

Wellesley Asset Management, Inc. Announces New Portfolio Manager to Join its Investment Team

Posted filed under Financial Services.

Wellesley Asset Management (“Wellesley”), an asset manager specializing in convertible bonds, is pleased to announce the recent addition of David Clott, CFA, to its Portfolio Management team.  David will help manage Wellesley’s line of convertible bond products and develop new products including a soon-to-be launched market neutral mutual fund. A highly respected investment professional with… Read more »