Mike Curran, retired founder and CEO of Executive Benefit Services, joined Captrust Financial Advisors as vice president of Nonqualified Deferred Compensation services.
Tim Kochis, CEO of Aspiriant, an RIA that was formed in 2008 by the merger of San Francisco's Kochis Fitz and Quintile Wealth Management of Los Angeles, will step down from his position effective November 1. He will be succeeded by Rob Francais, who had been Quintile's CEO and has served as Aspiriant's chief operating officer.
Duane Thompson, managing director of the Financial Planning Association's Washington, D.C. office left the organization last month. He will be succeeded by Dan Barry, current director of government relations in the FPA's Washington, D.C. office.
RIA In A Box, a consulting business for advisors looking to start an investment advisory firm, named Hovig Melkonian as its compliance director and auditor. Melkonian joins RIA In A Box from Goldman Sachs, where he served as a consultant in their compliance department.
Profiles and fact sheets of independent broker/dealers and registered investment advisories (RIAs), an outsourcing guide, listings of compliance/regulatory consultants, securities lawyers, recruiters, back-office technology offerings and asset management platform providers.
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