Bringing you live news and features since 2006 

Cypress Wealth Services adds experienced adviser


Independent wealth management firm Cypress Wealth Services has appointed Christopher (Chris) Rick as Senior Vice President & Financial Advisor.

Rick is the third advisor to join Cypress Wealth Services, LLC this year. He was a Financial Consultant at Fidelity Investments where he managed over USD650 million of client assets. Before his seven-year tenure at Fidelity Investments, Rick worked with Morgan Stanley.
“I am excited to join Cypress,” Rick says. “I feel this move allows me to provide the transparent and full-service experience I want to offer clients. Partnering with Cypress allows me to stay focused on client needs, while leveraging Cypress’s infrastructure and community presence.”
Mark Thatcher, a founding partner of Cypress Wealth Services, says: “Chris is a great advisor, and we are very happy he is part of the Cypress family.”

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
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