If you know Pittsburgh, you’ve heard of Hefren-Tillotson, Inc., a leading diversified financial services firm providing investment and retirement plan management and comprehensive financial planning ...

From left: John Meegan, executive vice president and chief operating officer; Nelly Gillespie, financial adviser; Grant Fleming, vice president; Maria McDonald, senior registered financial assistant; ...

Century-old wealth management brand Baird is acquiring 75-year-old Hefren-Tillotson, adding $18 billion in client assets to Baird’s more than $400 billion. The deal, which is expected to close in June ...

While a big wealth manager and a midsize firm it agreed to acquire aren’t sharing many details about the deal, it’s only the latest example of a brokerage opting to fold into a larger partner.

In its largest M&A deal in nearly three years, Baird secured an agreement to acquire a privately held wealth manager with more than 90 financial advisors. Processing Content Hefren-Tillotson, a ...

Baird is acquiring a smaller rival, Hefren-Tillotson, marking its first acquisition since the regional brokerage firm bought Hilliard Lyons in 2018.

Hefren-Tillotson Inc. has made an investment in Southpointe. The Pittsburgh-based financial planning and investment firm has opened 13,569 square feet of office space at 121 Champion Way, in the mixed ...

When Bill Tillotson began his investment career four decades ago, the concept of financial planning was a nascent one. Coming out of insurance sales, Tillotson thought it only natural that investment ...

Charles River Development (Charles River), a front- and middle-office investment software solutions provider, today announced that Hefren-Tillotson, a Pittsburgh-based wealth manager with over US$5 ...

Kim Tillotson Fleming might love her job a little too much. “I love what I do; I have an absolute commitment to our people,” says the president of wealth management firm Hefren-Tillotson Inc. “That ...