Moneta Merges In Massachusetts Firm as $23.7 Billion RIA Expands Into Northeast
Posted on 325 Moneta, a 100% partner-owned registered investment advisor (RIA) firm headquartered in Missouri, announces a significant expansion to its geographic footprint with a deal to merge in the principals and clients of The Berry Group of Worcester, Massachusetts. This addition is expected to bring $625 million in assets under management and represents the firm’s first presence in the Northeast. While geographic expansion is part of Moneta’s larger plan, the culmination of the deal speaks more to the match in philosophie...
Source: financialbuzz.com
