RIA Roundup: Congress Wealth Buys $1.1B MainLine Private Wealth
Congress does 1st deal since CI sold stake to Audax, 2 Indiana firms merge to create Wellington Wealth, and Ohio team leaves Ameriprise for OneSeven.
Source: wealthmanagement.com
Josh Gully News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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RIA Roundup: Retirement Plan Biz Brings $5.6B AUM to OneDigital
OneDigital buys Huntington National Bank retirement business, Clearstead adds CLS Consulting and The Mather Group and NewEdge Wealth announce key hires.
Source: wealthmanagement.com
Josh Gully joins NewEdge Wealth as a managing partner - Westfair Communications
NewEdge Wealth LLC, a Stamford-based registered investment adviser specializing in servicing the needs of ultra-high net worth families, family offices and institutional clients, has hired Josh Gully as a managing director.
Source: westfaironline.com
NewEdge Hires Former Morgan Stanley Broker Who Advised CEO Gorman
Josh Gully, who reportedly served as an advisor to Morgan Stanley's CEO, has taken a position with a registered investment advisor catering to ultrawealthy…
Source: biztoc.com