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Santa Barbara’s Pensionmark adds affiliate in New York

By   /  Thursday, July 21st, 2016  /  Latest news, Personal Finance  /  Comments Off on Santa Barbara’s Pensionmark adds affiliate in New York

Santa Barbara-based Pensionmark Retirement Group added an affiliate office in New York. Pensionmark is a financial retirement planning and executive compensation consulting firm. The New York-based Ridge Retirement Consultants and its team of four advisers will join the Pensionmark’s Adviser Support Program. Ridge Retirement has nearly 50 corporate clients and $1.7 billion in assets under Read More →

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Santa Barbara’s Pensionmark partners with CAPTRUST

By   /  Thursday, September 10th, 2015  /  Latest news, Personal Finance  /  Comments Off on Santa Barbara’s Pensionmark partners with CAPTRUST

Santa Barbara-based Pensionmark Financial Group and CAPTRUST Financial Advisors have partnered to better deliver corporate retirement plans with a combined $180 billion of assets under advisement, the companies announced Sept. 10. The new jointly owned entity will operate as Pensionmark’s registered investment advisor and will take on more than 3,000 combined clients. CAPTRUST and Pensionmark Read More →

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