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Headquartered in New Jersey, Hennion & Walsh, a full-service brokerage firm specializing in municipal bonds, is moving their Florida operation from Delray to Boca Raton. They serve over 16,000 clients with brokerage accounts and managed portfolios. The new offices will be at 777 Yamato Road, Suite 500.
Theorem Fund Services LLC, a boutique full-service fund administration firm has opened a new office in Boca Raton at 6401 Congress Avenue. This marks their second new office opening this year following the opening of a sales office in Dallas, Texas in May.. The office will serve as the main operations center for the firm and new hires have already been made. Theorem Co-Managing Partner Stephen Giannone says: “I am extremely pleased to announce the opening of our new Operations center in Boca Raton. Our rapid client growth demands an operations office that can accommodate staff growth as well. We believe we’ve found the best of all worlds in Boca with great additional staff and wonderful facilities” Elizabeth Wright serves as the Director of Operations.