Curated Wealth Partners Appoints Nellie Keyhani as Director of Client Advisory
Curated Wealth Partners, a leading multi-family office and investment management firm catering to ultra-high-net-worth clients, has announced the appointment of Nellie Keyhani as its new Director of Client Advisory. With nearly two decades of experience, Ms. Keyhani brings valuable expertise in wealth management, estate planning, and family governance to the firm.
Edelman Financial Engines Acquires Cahill Wealth Management
Edelman Financial Engines (EFE), the nation’s leading independent wealth planning and workplace investment advisory firm, has announced its first acquisition of 2025: Cahill Wealth Management, a Michigan-based RIA managing approximately $426 million in client assets.
