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“Investor needs are changing rapidly, and EFE continues to elevate our offering and help clients in new ways by adding talented RIAs to our team,” Jay Shah, chief executive at Edelman ...
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Edelman buys Cahill Wealth ManagementEdelman Financial Engines (EFE ... its vision of providing enhanced value and resources to clients. EFE CEO Jay Shah said: “Cahill Wealth Management is an outstanding addition to our team ...
“Cahill Wealth Management is an outstanding addition to our team, and we are very pleased about their decision to join us,” shared Jay Shah, chief executive officer at Edelman Financial Engines.
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