Press Releases

4/15/14 – Aurum Wealth Management is pleased to announce the addition of Laura Springer as a client manager in the firm’s private wealth management practice. Read the full release.

3/19/14 – Aurum Wealth Management is pleased to announce the addition of Wendy Eldridge, as a partner in the firm’s retirement plan practice. Read the full release.

11/19/12 - Cleveland Business Connects magazine interviewed Aurum Advisory Services' Michael McKeown in its November/December 2012 issue on the benefits of 401(k) plans and how the firm is helping plan sponsors and plan participants address the saving shortfall facing most Americans.  Read the full release.

10/18/12 - Aurum Wealth Management's research team, led by director of research, Michael T. McKeown, CFA, CPA, has been selected to the 2nd Annual Financial Advisor/Private Wealth Due Diligence/Research Manager All-Star Team. Read the full release.

7/18/11 - Aurum Wealth Management Group is pleased to announce the promotion of Michael T. McKeown to First Vice President, Director of Research and Leeann L. Schultz to Vice President, Operations Manager.  Aurum is also pleased to announce the addition of Jacob C. Adamczyk to the firm as Associate Vice President.

6/27/11 - Michael McKeown was recently selected to participate in Problems in Business Finance, a capstone course for finance majors at the Boler School of Business. Click for full story

11/18/09 - Aurum's McKeown Earns CFA Designation - Aurum is pleased to announce that Michael T. McKeown has earned the prestigious Chartered Financial Analyst (CFA) designation.

10/14/08 - Wharton School Professor Presents Update - On October 2, 2008, Aurum Wealth Management Group hosted sixty attendees and Chris Geczy, Ph.D., Adjunct Professor of the Wharton School and Director of the Wharton Wealth Management Initiative at the University of Pennsylvania.  Dr. Geczy presented Shifting Currents in the Asset Management Industry: Traditional vs.Institutional Investing.

5/28/08 - Aurum in Crain's Aurum Managing Director Christopher Bart appears in the May 26th edition of Crain's.

5/21/08 - Ivy Zelman Presents Real Estate Update - Real Estate Expert Ivy Zelman Presents State of the Industry Report.

5/20/08 - Luxury Watch Event - April 2008 - Aurum partners with New York-based Revolution Magazine to host exclusive luxury watch event in downtown Cleveland.

11/7/07 - Aurum Adds New Client Service Associate - Aurum Wealth Management Group is pleased to announce that Leeann Schultz has joined the firm as a Client Service Associate.

8/23/07 - Aurum Adopts a Meals on Wheels Route - Aurum is now a member of the Hillcrest Meals on Wheels Adopt-a-Route program.

5/1/07 - Aurum in Smart Business Magazine - Aurum Managing Director Christopher Bart appears in the May issue of Smart Business Magazine.

Latest News

Aurum Adds New Client Manager, Laura Springer. Read more.

Aurum Welcomes New Partner, Wendy Eldridge. Read more.

fi360logoAurum Associate VP Wins National Article Competition. Read more.

fa-magazineAurum Named to Financial Advisor Magazine's All-Star Research Team
Read the full article here

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