John Lindner
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Articles by John Lindner
Barron’s 2026 Top 100 RIA Firms: Cary Street Partners Recognized for Seventh Consecutive Year
Cary Street Partners has been named in Barron’s 2026 Top 100 RIA Firms ranking for a seventh consecutive year. This recognition comes during a period of continued investment in its people, leadership, technology, and client experience as the firm enters its next chapter.
Virginia Tech Recognizes Cary Street Partners Among 2026 Hokie 100 Honorees
Cary Street Partners is proud to be named by Virginia Tech as a 2026 Hokie 100 honoree. In its inaugural year, this program honors alumni-led businesses that have demonstrated significant growth and success while making an impact in their industries and communities. Both Walter D. Bayne and Doug G. Stewart accepted the recognition on the firm’s behalf, representing the many Cary Street Partners colleagues who are also Virginia Tech alumni.
Cary Street Partners Deepens Leadership Team While Entering A New Chapter of Growth
Cary Street Partners continues its expansion with new leadership, advisor talent, technology investments and a growing presence in its Virginia home markets. With assets under management increasing from approximately $8 billion to $14 billion since the beginning of 2024, the firm remains focused on investing in its people, clients and communities.
Citywire Honors Cary Street Partners as Virginia’s Fastest Growing RIA Among 2026 50 Growers Across America
It’s a repeat victory in the Commonwealth, with Cary Street taking the top honor once more in 2026. Chief executive Joe Schmuckler says that’s no coincidence, as his firm is now in the second year of a campaign to improve the way advisors approach business development and organic growth.
Tampa Bay Times Names Cary Street Partners the Gold Winner in Financial Planning for 2026
Cary Street Partners’ Tampa team has been named the Gold winner in the Financial Planning category of the 2026 Tampa Bay Times People’s Choice Awards. As our firm continues to grow in Florida, we are honored to be recognized by the Tampa Bay community and grateful for the trust our clients place in us every day. This recognition reflects our team’s commitment to helping individuals and families pursue their financial goals through thoughtful planning and personalized advice.
Charlottesville’s Finest Magazine Names Cary Street Partners Gold Winner in Two Categories for 2026
Cary Street Partners’ Charlottesville team has been named Gold Best Wealth Management Firm for 2026 by Charlottesville’s Finest Magazine, marking the fourth consecutive year the team has received this recognition. In addition, Cary Street Partners was recognized as a Gold winner in the Best Place to Work category, reflecting the firm’s commitment to fostering a collaborative culture and serving clients with integrity, care, and excellence.
Latent effector T cells mediate immunotherapy responses in the bone marrow microenvironment
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ArticleOnline nowOpen access Affiliations & Notes 1German Cancer Research Center (DKFZ), JRG Hematology and Immune Engineering, Heidelberg, Germany 2German Cancer Consortium (DKTK), Core Center Heidelberg, Heidelberg, Germany 3Heidelberg Institute for Stem Cell Technology and Experimental Medicine (HI-STEM gGmbH), Heidelberg, Germany 4Department of Hematology, Oncology and Rheumatology, Heidelberg University Hospital, Heidelberg, Germany 5German Cancer Research Center (DKFZ), Division of...
By Niklas Kehl, Tim Wagner, Simon Steiger, Tamara Boschert, Michael Kilian Verified, Antonia Schach, Julius Michel, Kane Foster, Gabrielle Hernández, Claudia Ctortecka, Anna Metzler, Alanna Kirschner, Dominik Humer, René Onken, Sven E. Cuntz, Julian Zoller, Cornelius M. Funk, Simon Renders, Claudia Torres, Jan H Frenking, Franziska Werner, Katharina Lindner, Ezgi Sen, Sabrina Schumacher, Daria Galas-Filipowicz, Edward Green, Patrick Schmidt, John Lindner, Sebastian Uhrig, Lukas Bunse, Benny Chain, Hartmut Goldschmidt, Niels Weinhold, Stefan Fröhling, Tim Sauer, Simon Raffel, Jennifer G. Abelin, Steven Carr, Kwee Yong, Andreas Trumpp, Carsten Müller-Tidow, Karsten Rippe, Marc S. Raab, Michael Platten, Stefan B. Eichmüller, Mirco Friedrich, Arne Van der Vreken, Selina Neunhäuser, Maximilian Mönnig, Bruno Schönfelder, Lilli S. Sester, Wolfram Osen, Evie Fitzsimons
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Cell Press
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Financial Advisor Magazine Recognizes Cary Street Partners Among 2026 Top RIAs
Cary Street Partners is proud to be recognized in Financial Advisor Magazine’s 2026 Top RIAs ranking, earning the #63 spot out of 360 firms in the $1 billion and over assets under management category. The annual ranking recognizes independent registered investment advisors across the country based on assets under management at the previous year-end. This recognition reflects our continued commitment to delivering thoughtful advice, personalized service, and long-term value for our clients.
Virginia Business Features Cary Street Partners’ Richmond Expansion
Virginia Business highlights Cary Street Partners’ acquisition of Richmond-based Seneca House Advisors, offering an independent look at the firm’s strategic expansion into Richmond’s West End. The article covers the addition of Elizabeth King, Matthew Daniel, Tyler Napier and their team, Cary Street Partners’ continued national growth, and its ongoing investment in the community where the firm was founded.
Cary Street Partners Wealth Management Opens New Richmond West End Office with Acquisition of Seneca House Advisors
Cary Street Partners announces the acquisition of Seneca House Advisors, expanding its presence in Richmond’s West End and marking its 22nd office nationwide. The addition of Elizabeth King, Matthew Daniel, Tyler Napier and their team reflects the firm’s continued strategic growth and investment in its home market while strengthening its ability to serve clients with comprehensive wealth management solutions.
Cary Street Partners’ Abingdon Office Recognized As 2026 “Best of Abingdon” Honoree
We are excited to share that our Abingdon office has been named “Best Financial Advisor” on the 2026 “Best of Abingdon” list. Voted on by members of the local community, this recognition reflects their commitment to delivering personalized guidance, building lasting client relationships, and serving the Abingdon area with integrity and care. We are grateful to our clients for their trust and support, and are honored to be among this year’s honorees.
AdvisorHub’s 2026 Advisors to Watch List Names Two Cary Street Partners Advisors
We are pleased to share that two Cary Street Partners Financial Advisors have been recognized on AdvisorHub’s 2026 Advisors to Watch list. In our Fredericksburg, VA office, Dan Clendenin is featured for the fifth consecutive year on the 250 Advisors to Watch Over $1Billion list. Christina Todd in our Glen Allen, VA office has been recognized on the 400 Advisors to Watch Under $1Billion list, in addition to her ranking among the 200 Women Advisors to Watch list for 2026.
President Walter Bayne Named a 2026 Virginia Business C-Suite Awards Honoree
Cary Street Partners is pleased to announce that President, Walter Bayne has been recognized as a 2026 Virginia Business C-Suite Awards Honoree. The Virginia C-Suite Awards recognize executives across the state of Virginia who demonstrate exceptional leadership, organizational impact, integrity, and a commitment to excellence. Walter’s recognition reflects a career defined by leadership, growth, and a deep commitment to Cary Street Partners.
Cary Street Partners Earns Fourth Consecutive Recognition from USA TODAY and Statista
For a fourth consecutive year, Cary Street Partners has been recognized by USA TODAY and Statista as one of the nation’s top financial advisory firms for 2026. This year, Cary Street Partners was recognized as the top-ranked financial advisory firm in Virginia. The annual ranking evaluates firms based on a combination of short- and long-term growth in assets under management (AUM), as well as recommendations from clients and industry peers.
Christina Todd Recognized as a 2026 Virginia Business Forty Under 40 Honoree
Cary Street Partners is proud to announce that Financial Advisor, Christina Todd has been named a 2026 Forty Under 40 Honoree by Virginia Business. This annual recognition celebrates Virginia’s emerging business leaders who are distinguished by their professional achievements, community engagement, and commitment to inspiring meaningful change across the Commonwealth.
Dan Clendenin Named Among Forbes’ Best-In-State Wealth Advisors for 2026
Dan Clendenin, Financial Advisor in our Fredericksburg, VA office, has been named to the Forbes Best-In-State Wealth Advisors list for 2026. Amid an increasingly complex market environment, this recognition highlights advisors who have helped clients stay focused on long-term goals while navigating periods of uncertainty.
Christina Todd Recognized Among AdvisorHub’s Top 200 Women Advisors to Watch for 2026
Christina Todd Recognized Among AdvisorHub’s Top 200 Women Advisors to Watch for 2026 Christina Todd, Financial Advisor in our Glen Allen, VA office has been named to AdvisorHub’s 2026 Top 200 Women Advisors to Watch. This recognition highlights accomplished women advisors and their teams who demonstrate strong growth, professionalism, and a commitment to delivering high-quality client service.
Cary Street Partners Continues Strategic Firm Expansion into Palm Beach
Cary Street Partners continues its strategic growth by announcing the absorption of Pursuit Wealth Management and establishing its third office in Florida. This addition reflects the firm’s ongoing strategy of aligning with established advisory teams that share a commitment to personalized client service. With deep local roots in the Palm Beach area, the team enhances Cary Street Partners’ presence in a dynamic and growing market.
Chief Operating Officer, Wes Gallup, Featured on Richmond Leadership Lab Podcast
Cary Street Partners’ Chief Operating Officer, Wes Gallup, was recently featured on an episode of Richmond Leadership Lab, where he shared insights on leadership, firm culture, and growth in the wealth management industry. In the episode, Wes discusses how clarity of vision, strong culture, and intentional leadership help ensure that independence is not lost as firms grow, instead strengthened.
Congratulations to CSP Promotions February 2026
February 2026 We are pleased to announce the recent promotions of several outstanding team members. These individuals consistently go above and beyond in support of our clients, colleagues, and the firm. Their promotions are a testament to their hard work, expertise, and dedication to our culture of excellence. Please join us in congratulating them as they take the next step in their careers at Cary Street Partners.
Christina Todd Named A 2025 Five Star Wealth Manager by Five Star Professional
The 2025 Five Star Wealth Manager Award has been announced by Five Star Professional, recognizing Christina E. Todd, CFP® (“CT”) as a 2025 honoree. The Five Star Wealth Manager distinction highlights professionals who demonstrate exceptional client commitment, high-quality client service, and strong industry credentials.
Asset TV Features Wes Gallup in Latest “Meet the RIA: Cary Street Partners”
Asset TV Features Wes Gallup in Latest “Meet the RIA: Cary Street Partners” In an Asset TV Meet the RIA interview with Jenna Dagenhart, Cary Street Partners COO Wes Gallup discusses how the firm’s operational design, technology investments, and team performance framework are strengthening advisor capabilities and driving firmwide growth. He also highlights the complexities of scaling a modern RIA and how CSP is creating an integrated ecosystem that enables advisors and their clients to thrive.
Asset TV’s Advisor Insights Features Walter Bayne, “Thriving Through Transitions: Culture, Partnership & Growth”
Asset TV’s Advisor Insights Features Walter Bayne, “Thriving Through Transitions: Culture, Partnership & Growth” In an Asset TV Advisor Insights interview with Jenna Dagenhart, Walter Bayne shares key insights on how advisors can make confident transition decisions. He discusses top priorities – from evaluating culture and partnership within a new firm, to understanding where the right tools and resources can help them focus on what matters most. Watch the interview below.
Serving Up Support in Fort Worth
Members of our Fort Worth team, Matt Dorchak and Jenny Jensen, spent a day volunteering at the Tarrant Area Food Bank, where they helped prepare nearly 20,000 meals for individuals and families in need. Tarrant Area Food Bank provides more than one million meals each week across Fort Worth and 13 surrounding counties. We’re proud of our team for exemplifying the spirit of CSP Cares and giving back to the communities we serve.
Cary Street Partners named Charlottesville’s Finest Gold Wealth Management Firm for the Third Consecutive Year
Cary Street Partners named Charlottesville’s Finest Gold Wealth Management Firm for the Third Consecutive Year Cary Street Partners’ Charlottesville team has been named Gold Best Wealth Management Firm for 2025 by Charlottesville’s Finest Magazine. This marks the third consecutive year they have received this recognition. We are proud to serve such an engaged community of clients and are grateful for their continued trust and support that make this recognition possible.
Forbes Names Cary Street Partners to Top RIA Firms 2025 List
Cary Street Partners has been named to Forbes’s fourth annual list of 2025 Top RIA Firms. Compiled by Forbes and SHOOK RESEARCH, this list highlights RIA firms with proven records of safeguarding and growing client wealth. Collectively, the 250 firms on this year’s ranking oversee more than $1.9 trillion in assets. The dedication and teamwork of our financial advisors and their support staff have been central to this recognition, ensuring clients receive the Highest Standard of guidance and care.
Cary Street Partners Strengthens Fiduciary Expertise in New Jersey Welcoming Michael Saul
Cary Street Partners, a leading wealth management firm, is proud to announce that Michael Saul has joined as Financial Advisor, Managing Director in its rapidly growing Morristown, New Jersey office. With more than 30 years of experience, Michael Saul has built his career on guiding individuals and families through life’s financial journey with clarity, confidence, and a strong fiduciary commitment to always act in the clients’ best interests.
Cary Street Partners Discusses Expanding Tax, Estate Services to Meet Surging Client Demand in Financial Advisor IQ Article
High-net-worth wealth managers, like Cary Street Partners, are broadening their services beyond investment management, with a sharp increase in tax and estate planning offerings, according to a Cerulli Associates report. Chief Operating Officer, Wesley Gallup and Head of Wealth Planning, Jeb Cogger, comment on their firms holistic approach to integrating tax and estate planning into comprehensive wealth management.
Barron’s Names Cary Street Partners to 2025 Top 100 RIA Firms in the United States
Cary Street Partners has been named to Barron’s 2025 Top 100 RIA Firms. This year marks the sixth consecutive year the firm has been included on Barron’s list – a distinction that reflects the dedication to delivering exceptional wealth management services and maintaining the highest standards of client care and industry leadership.
Financial Advisor Jill Fletcher Discusses Nomadic Retirement with Investopedia
A growing number of Americans envision a nomadic retirement, living on the road full- or part-time either domestically or abroad; however, doing so requires thoughtful financial and logistical planning. Key considerations include deciding whether to sell or downsize a home, budgeting for unpredictable travel costs, managing healthcare coverage – especially for international travel – and ensuring steady retirement income through careful cash flow and withdrawal strategies.
Gramercy Institute Names Cary Street Partners A 2025 Financial Content Marketing Award Winner
Cary Street Partners has been recognized by the Gramercy Institute as a 2025 Financial Content Marketing Award winner for its CIO In Your Corner and Weekly Market Brief series in the Personal Investing, business-to-consumer category. This honor highlights the firm’s commitment to delivering timely, insightful, and accessible market perspectives that empower clients to make informed financial decisions.
Cary Street Partners Recognized as Virginia’s Fastest Growing RIA in CityWire’s 50 Growers Across America 2025
In this special report, CityWire lists and briefly chronicles the RIAs that have grown the fastest in each of the 50 states. Originally founded as an investment bank, top Virginia grower Cary Street Partners – our runner-up in 2024 – comprises an in-house RIA, in-house broker-dealer, asset management business and insurance arm.
Financial Advisor Magazine Names Cary Street Partners Among 2025 Top RIAs Ranking
Financial Advisor Magazine Names Cary Street Partners Among 2025 Top RIAs Ranking Cary Street Partners is proud to once again be recognized in Financial Advisor Magazine’s 2025 Top RIAs ranking in the $1 billion and over category. Their annual list ranks independent registered investment advisors across the country based on assets under management at the previous year-end. Read Full Article & See Ranking List Financial Advisor Magazine 2025 Top RIAs (Received July 2025 for the year 2024)
Racing with purpose – a run close to the heart
In honor of both her mother and a close friend who have bravely battled cancer, Christina Todd (“CT”), Financial Advisor and Director in our Glen Allen office, has made the Massey Cancer Center a cornerstone of her philanthropic journey. Over the 15 years she’s lived in Richmond, Christina has served on the Junior Board, contributed to various fundraising initiatives, and now lends her voice as a member of the Massey Community Advisory Board.
Cary Street Partners Advisors Listed Among AdvisorHub’s List of 2025 Advisors to Watch
The fourth annual Advisors to Watch ranking has been announced, recognizing four Cary Street Partners Financial Advisors. AdvisorHub compiles data from teams in three major categories – scale of business, growth of the business, and professionalism – to highlight a dynamic mix of advisors across the country. For a fourth consecutive year, Dan Clendenin in our Fredericksburg, VA office has been listed on AdvisorHub’s Advisors to Watch list.
Matthew Rubin, CSP Chief Investment Officer, Advises Caution Amid Private Credit Boom in CityWire’s Gatekeeper Views
Matthew Rubin, CSP Chief Investment Officer, Advises Caution Amid Private Credit Boom in CityWire’s Gatekeeper Views Matthew Rubin, Chief Investment Officer at Cary Street Partners, sees strong opportunity in private credit but remains focused on the growing risks.
CEO Joseph Schmuckler Recognized in Virginia Business Inaugural C-Suite Awards
Cary Street Partners is proud to announce that Chief Executive Officer Joseph Schmuckler has been named among the C-Suite Award Winners in Virginia Business magazine’s inaugural group. This recognition celebrates top executives across Virginia who exemplify excellence in leadership, strategic vision, and impact within their organizations and communities.
CityWire’s “Cary Street Partners Grows Florida Presence with $360M Buy”
CityWire’s “Cary Street Partners Grows Florida Presence with $360M Buy” Cary Street Partners expands its Florida footprint by acquiring Sarasota’s IFS Advisors, which manages approximately $360 million in client assets and brings the firm’s total office count to 20 nationwide.
Cary Street Partners Accelerates Growth with the Addition of IFS Advisors, Inc.
SARASOTA, Fla. – (BUSINESS WIRE) – Cary Street Partners announced it has acquired IFS Advisors, Inc., a respected wealth management firm based in Sarasota, Florida, led by seasoned financial advisor Daniel J. Wolff. The move continues a string of recent expansions for Cary Street Partners, reinforcing the firm’s status as a leading independent wealth management firm in the industry. “Dan’s values, client-first mindset, and deep roots in the community perfectly align with our mission.
Asset TV Features Joseph Schmuckler in Latest ”Meet the RIA: Cary Street Partners”
Cary Street Partners Chief Executive Officer Joseph Schmuckler joins Asset TV to share the firm’s history, its strategic vision, and the evolving landscape of the wealth management space.
Cary Street Partners Announces Strategic Investment to Propel Growth
Cary Street Partners has entered a new partnership with private equity-backed CIVC Partners to help accelerate growth and enhance the services offered. This investment supports Cary Street Partners’ continued commitment to delivering personalized, independent financial advice while expanding resources for clients and advisors. “We’ve built a great company.
CityWire’s “Why PE Shop CIVC Partners Spent 10 Years Looking for an RIA Deal”
CIVC Partners spent a decade searching for the right RIA, ultimately emphasizing the importance of cultural fit, strategic alignment, and long-term potential in the wealth management space.
Cary Street Partners Takes On New Strategic Partner
Cary Street Partners Takes On New Strategic Partner Cary Street Partners Financial (“CSP”) and CIVC Partners (“CIVC”) today announced a strategic partnership, led by a significant investment by CIVC. This recapitalization of long-standing outside investors provides additional capital to fuel both organic expansion and strategic acquisitions, positioning Cary Street Partners for its next phase of growth. Read Full Press Release
Congratulations to CSP Recent Promotions
March 2025 We are elated to share the recent promotions of several esteemed team members. Their impactful contributions to Cary Street Partners have been invaluable. Please join us as we celebrate their accomplishments and wish them all the best as they take on new challenges. We are grateful for their commitment and dedication and eagerly anticipate their ongoing influence within the firm.
Matthew Rubin Featured in The Wall Street Transcript Interview: Revisiting Diversification: Building a Stable and Resilient Portfolio
February 20, 2025 Cary Street Partners’ Chief Investment Officer, Matthew Rubin, was recently featured in The Wall Street Transcript, which focuses on in-depth interviews for investors. The conversation is titled “Revisiting Diversification: Building a Stable and Resilient Portfolio.” The full interview follows, and you can also download a PDF copy here. SECTOR — GENERAL INVESTING TWST: Could you tell me about Cary Street? Mr. Rubin: Cary Street is a Richmond-based RIA.
Matt Rubin Featured in The Wall Street Transcript Interview: Revisiting Diversification: Building a Stable and Resilient Portfolio
February 20, 2025 Cary Street Partners’ Chief Investment Officer, Matt Rubin, was recently featured in The Wall Street Transcript, which focuses on in-depth interviews for investors. The conversation is titled “Revisiting Diversification: Building a Stable and Resilient Portfolio.” The full interview follows, and you can also download a PDF copy here. SECTOR — GENERAL INVESTING TWST: Could you tell me about Cary Street? Mr. Rubin: Cary Street is a Richmond-based RIA.
Publisher Correction: Disease-associated B cells and immune endotypes shape adaptive immune responses to SARS-CoV-2 mRNA vaccination in human SLE - Nature Immunology
Correction to: Nature Immunology https://doi.org/10.1038/s41590-024-02010-9, published online 12 November 2024. In the version of the article initially published, in Fig. 4c, d, h and i, the colors of the keys did not match those in the bar charts. In Figs. 4h and 5g, the total cells layers were missing and in Fig. 2f and g the GMT values were not in red. These errors have now been corrected in the HTML and PDF versions of the article.
Interleukin-2-secreting T helper cells promote extra-follicular B cell maturation via intrinsic regulation of a B cell mTOR-AKT-Blimp-1 axis
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Keywords antibodies vaccine CD4 T cells T follicular helper cells Tfh cells plasma cells IL-2 cytokine mTOR metabolism Get full text access Log in, subscribe or purchase for full access. References 1. Radbruch, A. ∙ Muehlinghaus, G. ∙ Luger, E.O. ... Competence and competition: the challenge of becoming a long-lived plasma cell Nat. Rev. Immunol. 2006; 6:741-750 2. Slifka, M.K. ∙ Antia, R. ∙ Whitmire, J.K. ... Humoral immunity due to long-lived plasma cells Immunity. 1998; 8:363-372 3.
By Caterina E. Faliti, Jinyong Choi, Simon Belanger, Christopher M. Tipton, Sakeenah L. Hicks, Maria Cardenas, Mohamed S. Abdel-Hakeem, Christopher A. Cottrell, Christopher Scharer, William R. Schief, David Nemazee, Matthew Woodruff, John Lindner, Ignacio Sanz, Shane Crotty, Maria Mesina, Monique A. Marshall, Prashanti Chappa, Theresa C. Thinnes, Maria Mesina, Monique A. Marshall, Prashanti Chappa, Theresa C. Thinnes
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Cell Press
Verified
Disease-associated B cells and immune endotypes shape adaptive immune responses to SARS-CoV-2 mRNA vaccination in human SLE - Nature Immunology
Abstract Severe acute respiratory syndrome coronavirus 2 mRNA vaccination has reduced effectiveness in certain immunocompromised individuals. However, the cellular mechanisms underlying these defects, as well as the contribution of disease-induced cellular abnormalities, remain largely unexplored.
Cary Street Partners Adds seasoned financial advisor, Rich Spinner - Expanding New Jersey presence
MORRISTOWN, N.J. — (BUSINESS WIRE) — Cary Street Partners announces today that Rich Spinner has joined the firm as Financial Advisor, Managing Director operating from the firm’s Morristown, NJ office. Leveraging a successful multi-decade Wall Street career, for over 15 years Mr. Spinner has built an exceptional wealth management practice. “Having previously worked together at another firm, I know firsthand Rich’s character and his drive towards excellence in all he does.
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