Chief Operating Officer Dennis Moore is taking on the role of interim chief as the profession mourned the loss of a dedicated ...
During Oros’s tenure as CEO, he oversaw more than 50 M&A transactions, including the addition of NEPC, and grew assets under advisement from $57B to $1.8T.
The CFP Board will be searching for a replacement for CEO Kevin Keller who will be stepping down in April 2026.
Patrick D. Mahoney, the CEO of the Financial Planning Association, died Saturday after "a long and very brave battle with cancer," the FPA announced. Dennis Moore, the FPA’s chief operating officer, ...
Mahoney, who guided the nonprofit through a turbulent time in its history, in addition to the pandemic, died late last week.
Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.
Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...
Algonquin College is recommending to its board of governors the suspension of 37 academic programs as it grapples with ...
With the "deepest sadness and heavy hearts," the Financial Planning Association announced that CEO Patrick D. Mahoney died Saturday ...
Financial strategy is the backbone of a company’s long-term success. CEOs who master financial planning, cash flow management, and investment strategies ensure that their businesses remain profitable, ...
The association is mourning former CEO Mahoney, who passed away Saturday, while implementing a planned search process for his ...
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