John Tassone News Today

Boston Private Loses Two Advisors to Lido Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million. Lido Advisors, the Los Angeles-based registered investment advisory firm, continues its strategy of recruiting advisors away from private banks catering to high-net-worth clients. Two advisors from Boston Private Wealth, a trust bank and wealth management firm, announced today they will join Lidos Boca Raton, Fla. office.�...

$1.5 Billion Maentz Machlovitch Group Joins Rockefeller Los Angeles–based Maentz Machlovitch Group that managed $1.5 billion at Morgan Stanley has joined Rockefeller Capital Management’s Southwest Division. The practice specializes in high-net-worth and ultra-high-net-worth families and provides institutional investment services to Native American tribes and Alaskan native corporations. $1.1 Billion Team the Fortney Group Joins UBS The Fortney Group joins UBS Financial from Morgan Stanley....