This year’s conference was our best yet! Held at the beautiful, historic Hotel Don CeSar at St. Pete Beach, it was two days of great presentations, networking, and fun in the sun. We would like to thank all those who participated in this event.
April 2012 – Jeffrey S. Fishman of JSF Financial is a Mid Atlantic advisor recently featured in Financial Planning magazine. He is pictured here on the cover with his client, actor Jeremy Sisto.
Mid Atlantic Trust Company is excited to bring to you a new monthly educational series, InfoXchange. Throughout this series, we will discuss industry wide topics such as fee disclosure, fiduciary status and definitions, and offer training related to the various tools and services provided by MATC. Our goal is to arm you with the knowledge and tools you need to grow your practice. Contact Brian Lenz (firstname.lastname@example.org) for more information.
Minneapolis – February 1, 2012
Agency Trading Group (ATG) was recently awarded Institutional Investor Magazine’s number three ranking for execution quality amongst 677 U.S. brokerage firms. ATG provides trade execution and research services to institutional investors via a tri-party broker-dealer relationship with Mid Atlantic Capital. LEARN MORE >>