Bringing you live news and features since 2006 

Kingfisher acquires WealthTrust office

RELATED TOPICS​

Kingfisher Capital has purchased the assets of the Charlotte, North Carolina office of WealthTrust Advisors.

Kingfisher Capital has purchased the assets of the Charlotte, North Carolina office of WealthTrust Advisors.

Kingfisher Capital is an independent, SEC registered investment adviser, providing money management for select individuals, families and institutions. The firm was formed in 2009 by its managing partners HK Hallett (pictured) and Alex Miles, who formerly served as managing directors at WealthTrust Advisors in Charlotte.

‘The move re-establishes our legacy as a thoughtful and independent, money management boutique,’ says Hallett.

Kingfisher remains one of the few money and investment advisory houses in its region focused entirely on building investment portfolios internally from the bottom up.

Kingfisher Capital has retained key employees of the Charlotte office in the transaction including senior research analyst Brian Smyth, director of business development William Grasty, operations manager and head tader Virginia ‘Ginny’ Starnes, and client services manager Carol Layton.

Latest News

Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..
First Trust has announced the launch of the First Trust Vest U.S. Equity Moderate Buffer UCITS ETF – February GFEB..

Related Articles

Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Thomas Bonville, Clear Street
Just over a year ago, Thomas Bonville joined New York-based, prime brokerage Clear Street as managing director, head of derivative...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by