Kovitz Adds $3.5B in AUM, Creative Planning Picks Up $1.8B Firm
Focus "hub” firm Kovitz is buying a Focus affiliate in Chicago, while Creative Planning scooped up a Texas team.
Source: wealthmanagement.com
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Focus "hub” firm Kovitz is buying a Focus affiliate in Chicago, while Creative Planning scooped up a Texas team.
Firm Partner Denise Stiffarm Assumes the Role of Firm Managing Partner from Gerry Johnson, a Founding Partner Who Will Continue His Legal Practice with the Firm.
CDF Among 43 U.S.-Based Firms Recognized for Strong Commitment to DEI
CDF Among 43 U.S.-Based Firms Recognized for Strong Commitment to DEI
/PRNewswire/ -- Cherry Bekaert LLP ("the Firm") is pleased to welcome Christian Fuellgraf as the Firm's Government & Public Sector Leader and Principal in the...