News + Insights

News + Insights

Paying our experience forward.
Supporting our partners
at every opportunity.

PPT Solutions Announces Casey Kostecka as Senior Vice President of Enterprise Solutions & Marketing
Branding Newsroom

PPT Solutions Announces Casey Kostecka as Senior Vice President of Enterprise Solutions & Marketing

PPT Solutions Announces Kathryn Martin as New Vice President of Human Resources and General Counsel
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PPT Solutions Announces Kathryn Martin as New Vice President of Human Resources and General Counsel

PPT Solutions Waives COVID-19 Rapid Response Implementation Assessment Fees
Customer Experience Newsroom

PPT Solutions Waives COVID-19 Rapid Response Implementation Assessment Fees

PPT Solutions Strengthens Executive Leadership Team
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PPT Solutions Strengthens Executive Leadership Team

Jack W. Kennedy III Receives Award of Appreciation From the Mount Laurel Schools’ Board of Education
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Jack W. Kennedy III Receives Award of Appreciation From the Mount Laurel Schools’ Board of Education

Valliant Wealth Strategies’ Mary Ellen Valliant Named to Forbes’ List of Top Wealth Advisors
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Valliant Wealth Strategies’ Mary Ellen Valliant Named to Forbes’ List of Top Wealth Advisors

For a 3rd Consecutive Year, CrossleyShear Wealth Management’s Evan Shear Named to Forbes’ 2020 List of Top Wealth Advisors
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For a 3rd Consecutive Year, CrossleyShear Wealth Management’s Evan Shear Named to Forbes’ 2020 List of Top Wealth Advisors

Kennedy Investment Group’s Jack W. Kennedy III Named to Forbes’ List of Top Wealth Advisors
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Kennedy Investment Group’s Jack W. Kennedy III Named to Forbes’ List of Top Wealth Advisors

Potomac Financial Group’s Todd Wike Named to Forbes’ List of Top Wealth Advisors
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Potomac Financial Group’s Todd Wike Named to Forbes’ List of Top Wealth Advisors

The Pinnacle Group Announces Company Name Change, New Logo and Website
Branding Newsroom

The Pinnacle Group Announces Company Name Change, New Logo and Website

Kennedy Investment Group Announces Executive Leadership Promotions
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Kennedy Investment Group Announces Executive Leadership Promotions

Kennedy Investment Group’s Jack W. Kennedy III Named a Member of Raymond James’ 2020 Chairman’s Council for 7th Consecutive Year
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Kennedy Investment Group’s Jack W. Kennedy III Named a Member of Raymond James’ 2020 Chairman’s Council for 7th Consecutive Year

PPT Solutions Recognized Again as One of America’s Fastest-Growing Companies by Inc. Magazine
Customer Experience Newsroom

PPT Solutions Recognized Again as One of America’s Fastest-Growing Companies by Inc. Magazine

PPT Solutions Recognized as a Great Place to Work for a Second Consecutive Year
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PPT Solutions Recognized as a Great Place to Work for a Second Consecutive Year

Kennedy Investment Group Donates $4,000 to Mount Laurel Schools’ Autism Program
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Kennedy Investment Group Donates $4,000 to Mount Laurel Schools’ Autism Program

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