Business on the Move in Palm Beach County

Published Wednesday, December 27, 2017

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.

Investors

#1 Palm Beach County Board of County Commissioners Aerojet Rocketdyne Bank of America Bank United Baptist Health South Florida
Caler, Donten, Levine, Cohen, Porter & Veil, P.A. CareerSource Carrier DePuy Synthes Power Tools, a Johnson & Johnson Company Equestrian Center
Florida Crystals Corporation FPL Greenberg Traurig Gunster Hardrives, Inc.
HCA Palm Beach Hospitals Hedrick Brothers Construction Hospital for Special Surgery J.C. White JP Morgan Chase
LRP Publications Martens Group Minto Communities, LLC NCCI Nova Southeastern University
Palm Beach Aggregates, LLC Palm Beach Park of Commerce PNC Bank Pratt & Whitney (A United Technologies Company) Raymond James Financial Services/Boynton Financial Group, Inc.
RSM South Florida Business & Wealth Magazine South Florida Business Journal Stiles-Nicholson Foundation TD Bank
Tortoise Properties Wells Fargo & Company Wexford Capital