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RIA Roundup: Cerity Hits $100B with Denver-based OCIO Firm Agility

Published: April 12, 2024

Plus, a Los Angeles firm serving the ultra-wealthy taps a CPA from AdvicePeriod to manage multi-family office services and other reported news of the week.

Source: wealthmanagement.com

Related Topics:

United StatesChris BittmanGina SassoDavis PolkKurt MiscinskiFirm AgilityFamily Office ServicesCerity PartnersPerella Weinberg Partners Capital ManagementValidus CapitalMariner Wealth Affiliated AdviceperiodAlti GlobalGoing PublicPartners HitsLightyear CapitalGenstar CapitalCapital Taps Mariner AdvisorManage Multi Family Office ServicesAngeles Based Validus CapitalMariner WealthApercen PartnersStrategic Advisor Gina SassoMulti Family Office Services