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Wealth Management

Red Bank, NJ
Breaking News
Red Bank Woman To Appear On 'Jeopardy!' Red Bank Woman To Appear On 'Jeopardy!' Red Bank Woman To Appear On 'Jeopardy!'
Red Bank Woman To Appear On 'Jeopardy!' Leslie Oakerson is ready to show off her knowledge. The Red Bank woman will be appearing as a contestant on "Jeopardy!" on Wednesday, Sept. 10.  One of SJS’s former grade 3 teacher, Leslie Oakerson (daughter of the late Barbara Oakerson another SJS teacher), will... Posted by Saint James Elementary School, Red Bank, NJ on Tuesday, September 9, 2025 According to her Linkedin, Oakerson, a Monmouth University graduate, works for RBC Wealth Management as a branch service manager. Jeopardy airs at 7 p.m. on WABC 7 New York and WPVI 6 Philadelphia.

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by Sam Barron
Cambridge, MA
On Your Side
J.P. Morgan Opening Luxury Bank In Cambridge To Attract Wealthy Clients: Look Inside (PHOTOS) J.P. Morgan Opening Luxury Bank In Cambridge To Attract Wealthy Clients: Look Inside (PHOTOS) J.P. Morgan Opening Luxury Bank In Cambridge To Attract Wealthy Clients: Look Inside (PHOTOS)
J.P. Morgan Opening Luxury Bank In Cambridge To Attract Wealthy Clients: Look Inside (Photos) JPMorganChase is catering to wealthier clients with more than a dozen high-end financial centers, including some in the Northeast. The banking giant will open 14 new J.P. Morgan Financial Centers throughout the last week of May, according to a news release on Tuesday, May 27. The luxury banks will be in Massachusetts, New York, California, and Florida. JPMorgan opened two locations in 2024 and plans to reach a total of 31 by the end of 2026. "Through these financial centers, we are redefining how affluent clients are served, offering a highly personalized level of service that is back…

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by Chris Spiker
Ridgewood, NJ
Readers' Choice
Best Accounting Firm In Bergen County In 2024: Traphagen CPAs & Wealth Advisors Best Accounting Firm In Bergen County In 2024: Traphagen CPAs & Wealth Advisors Best Accounting Firm In Bergen County In 2024: Traphagen CPAs & Wealth Advisors
Best Accounting Firm In Bergen County In 2024: Traphagen CPAs & Wealth Advisors We are thrilled to announce that Traphagen CPAs & Wealth Advisors has been named Best Accounting Firm in Bergen County in the 2024 Daily Voice Readers' Choice Awards!  For over 50 years, Oradell's Traphagen has been a dynamic leader in financial services, offering comprehensive solutions in accounting, tax, and wealth management, according to its website.  Its team of highly experienced professionals specializes in areas such as taxation, financial reporting, consulting services—including financing and mergers & acquisitions—and comprehensive estate, tax, and financial pla…

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by Daily Voice
New Canaan, CT
Breaking News
Man Accused Of Killing New Canaan Father At Posh Irish Hotel To Stay In Jail: Report Man Accused Of Killing New Canaan Father At Posh Irish Hotel To Stay In Jail: Report Man Accused Of Killing New Canaan Father At Posh Irish Hotel To Stay In Jail: Report
Man Accused Of Killing New Canaan Father At Posh Irish Hotel To Stay In Jail: Report A 30-year-old Connecticut native who was arrested last week and accused of killing his father at an exclusive Irish hotel will spend at least two more weeks in jail under medical and judicial supervision, according to a news report. Henry McGowan, who grew up in Greenwich, was charged with the murder of John McGowan, a wealthy New Canaan financier who had flown to Ireland to help his mentally ill son last week, authorities said. Related: New Canaan Venture Capitalist Found Dead At Irish Hotel; Son Charged Henry appeared in an Irish court on Monday, Nov. 18, via videoconference, where his a…

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by Josh Lanier
Springfield, MA
On Your Side
People's United Bank Sold For $7.6 Billion People's United Bank Sold For $7.6 Billion People's United Bank Sold For $7.6 Billion
People's United Bank Sold For $7.6 Billion People’s United Financial Inc. and all of its stock is being sold for $7.6 billion to M&T Bank Corp. All together, M&T plus People’s, there will be 1,100 branches and more than 2,000 ATMs across 12 states, M&T said in an announcement. The combined banks have $200 billion in assets. The purchase-and-sale agreement was entered into on Friday, Feb. 19, and the acquisition is expected to close in the fourth quarter of 2021. People’s United’s headquarters in Bridgeport, Connecticut, will become the New England regional headquarters for M&T. Representatives for M&T said the…

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by Kristin Palpini
Norwalk, CT
Your Community
Wealthy CT Residents Will Be Hit Hard By GOP Tax Bill, Study Says Wealthy CT Residents Will Be Hit Hard By GOP Tax Bill, Study Says Wealthy CT Residents Will Be Hit Hard By GOP Tax Bill, Study Says
Wealthy CT Residents Will Be Hit Hard By GOP Tax Bill, Study Says A new study finds that Connecticut has had the third most millionaires in the U.S. for the last seven years. That means that the GOP tax bill will have a greater impact on wealthy residents in the blue states, the study says. The 2017 Phoenix Wealth & Affluent Monitor (W&AM) shows that as of mid-2017, the top 1 percent of U.S. households -- those having $5 million or more in investable assets or liquid wealth -- increased by eight percent to more than 1.1 million. The richest Americans are concentrated in states that were carried by Democrats in at least three of the last four pres…

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by Cecilia Levine