Luxon Financial to Combine with New Jersey-Based Tradition Capital Management

Posted April 8, 2019

Transaction Expands Combined Firm’s National Client Base and Client Service Capabilities RICHMOND, Va.--(BUSINESS WIRE)--Luxon Financial LLC, an independent financial services firm and the parent of wealth manager Cary Street Partners, announced today that it has entered into a definitive agreement to combine with Tradition Capital Management LLC, a Summit, NJ – based registered investment advisor. ...

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Kara Valentine joins Luxon Financial, parent company of Cary Street Partners, as Chief Marketing Officer and Head of Business Development

RICHMOND, Va.--(BUSINESS WIRE)--Luxon Financial LLC, an independent financial services firm and the parent company of wealth manager Cary Street Partners LLC, announced today that Ms. Kara M. Valentine has joined the firm as Chief Marketing Officer and Head of Business Development. Valentine was most recently Head of Marketing for Rockefeller Capital Management. Prior to Rockefeller, ...

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Cary Street Partners named to Financial Times Top 300

Posted June 28, 2018

Cary Street Partners announces it has been named to the Financial Times 300 Top Registered Investment Advisers list for 2018. The FT 300 recognizes top financial advisory firms from across the U.S. The Financial Times conducts an independent analysis of data from a broad universe of companies before selecting those firms to be named to ...

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