BridgePort Financial Solutions Names Industry Veteran Clara Sierra Managing Director
Sierra to Lead Advisor Support and RIA Succession Strategy Implementation, Driving Growth Across All Business Models
BridgePort Tax & Business Services Welcomes New Tax Director
Alford will lead BridgePort’s tax team and strengthen the firm’s commitment to client-focused service.
BridgePort Surpasses $2 Billion in Total AUA in 2024
Investments and acquisitions solidify BridgePort’s role as a platform provider and leader in creative succession planning and organic growth solutions.
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