Mark Lebida News Today

Journey Strategic Wealth Adds First Tuck-in Team San Francisco-based advisor Kristin Bartlow and her team bring $180 million in client assets to Journey Strategic Wealth, a new spin on the aggregator model, from Northwestern Mutual. Journey Strategic Wealth, the new registered investment advisor/partnership launched earlier this year, has recruited its first tuck-in, adding financial advisor Kristin Bartlow and her team, which brings $180 million in client assets, from Northwestern Mutual...