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Although Rockland already had a commercial lending and wealth management office in Boston, it had no retail locations prior, with 8 branches added to Rockland's 78 branch network. [9] Between 2005 and October 2016, the bank grew to have 85 branches in eastern Massachusetts and Rhode Island , and acquired Slades Ferry Bancorp, Benjamin Franklin ...
Rhode Island is the 17th-wealthiest state in the United States of America, with a per capita income of $21,688 (2000) and a personal per capita income of $31,916 (2003). Its median household income is $42,090 (2000), ranked seventeenth in the country, and its median family income is $52,781 (2000), the seventeenth-highest in the country.
Citizens was established in 1828 as the High Street Bank in Providence, Rhode Island. [10] [11] In 1871, the Rhode Island legislature gave a second charter to establish the Citizens Savings Bank which eventually acquired its parent group to form Citizens Trust Company. [10] [11] The bank then expanded through Rhode Island, opening a total of 29 ...
Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning ...
Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming.
Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions [ 2 ] in over 60 countries, as of 30 June 2020. [ 3 ]