Snowden Lane Partners Adds $350 Million Advisor Team to Continue Strong International Momentum
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LAKEVILLE, Conn., April 21, 2022 (GLOBE NEWSWIRE) -- Salisbury Bancorp, Inc. (“Salisbury”), NASDAQ: “SAL”, the holding company for Salisbury Bank and...
Fieldpoint Private will offer private banking services to Summit Financial’s advisors, but it will give up its plan to fold into the Merchant-backed firm.
Summit Financial Holdings said it intended to acquire $5.1 billion in wealth management assets from a private bank, Fieldpoint Private.
Summit Financial Holdings and Merchant Investment Management will together acquire Fieldpoint Private's investment advisory unit.