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Harbor Asset Private Wealth is Latest Firm to Choose Partnered Independence with Sanctuary Wealth
$280 Million team from Morgan Stanley is Sanctuary s 10th to join in 2021
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INDIANAPOLIS, May 14, 2021 /PRNewswire/ Sanctuary Wealth, home to the next generation of elite advisors, welcomes Harbor Asset Private Wealth to its network of independent partners. The Greenwich-based team is Sanctuary s second in Connecticut and the 51
st team to choose partnered independence with Sanctuary overall. Advising on approximately $280 million in client assets, the firm is led by respected industry pro Marti Marache, who has been with Morgan Stanley for the last 13 years.
The mergers, acquisitions and advisor moves you may have missed the week of May 3, 2021.
This week started with Canadian serial acquirer CI Financial’s agreement to sub-acquire a $2.4 billion firm. CI Financial’s affiliate Congress Wealth Management will purchase Pinnacle Advisory Group and will boost its assets under management to $5.8 billion.
Next, Creative Planning returned to the M&A scene to announce its acquisition of a Virginia registered investment advisory firm with $5 billion in AUM. The 30-year-old Sullivan, Bruyette, Speros & Blayney, will join Peter Mallouk’s national financial planning firm in the Washington, D.C. area.
Finally, despite a public proxy fight from a disappointed shareholder, Boston Private was able to get majority shareholder approval to merge with Silicon Valley Bank’s parent, SVB Financial.
Sanctuary Wealth Welcomes NavaSync Private Wealth
$250 million team is Sanctuary s 50th to join and first in New Jersey
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INDIANAPOLIS, May 6, 2021 /PRNewswire/ Sanctuary Wealth, home to the next generation of elite advisors, welcomes to its dynamically expanding network NavaSync Private Wealth, the 50
th team to choose partnered independence with Sanctuary. Managing approximately $250 million in client assets, the team is led by Founder/Managing Partner Christopher Paglia, CFP
® and is based in Shrewsbury, NJ. The three-person team, which includes Senior Wealth Advisor Christine Weighell and Senior Client Associate Michelle Dini, is Sanctuary s first in the Garden State as well as the first to join from Wells Fargo Advisors.