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Perigon Buys $425M Prudeo Partners

The deal is Perigon’s first after selling a minority piece to Karl Heckenberg’s RIA investor.

Michael-krumholz , Andrew-todd , Lisa-crafford , Karl-heckenberg , Perigon-wealth-management , San-francisco-based , Merchant-investment-management , Constellation-wealth-capital , West-columbia , Prudeo-partners , Managing-director-lisa-crafford

Heckenberg's PE Firm Makes 1st Investment in AlphaCore Wealth

Constellation Wealth Capital has purchased a minority stake in the alts-focused, technology-driven California RIA.

Dick-pfister , Pat-mchugh , Lisa-crafford , Mellon-pershing , Jack-yates , Karl-heckenberg , Genworth-financial , Alphacore-wealth-advisory , Constellation-wealth , Emigrant-partners , Winona-capital , Investments-pat-mchugh

Heckenberg's PE Firm Makes First Investment in AlphaCore Wealth

Constellation Wealth Capital has purchased a minority stake in AlphaCore Wealth, an alts-focused, technology-driven California RIA.

Pat-mchugh , John-langston , Karl-heckenberg , Lisa-crafford , Harris-baltch , Jack-yates , Dick-pfister , Mellon-pershing , Genworth-financial , Republic-capital-group , Alphacore-wealth-advisory , Constellation-wealth

Pershing's Lisa Crafford Joins Constellation Wealth Capital

After leaving BNY Mellon | Pershing over the summer, Lisa Crafford has landed at Karl Heckenberg’s new RIA investment company.

Washington , United-states , Mellon-pershing , Karl-heckenberg , Lisa-crafford , Linkedin , Wealth-management-firm-of-the , Wealth-solutions-maura-creekmore , Technology-consulting-morgan-mcgovern , Constellation-wealth , Broadridge-financial , Emigrant-partners

Lisa Crafford, Morgan McGovern Depart Pershing

Crafford has resigned as head of business consulting after eight years with the RIA custodian. McGovern was head of technology consulting.

Sydney , New-south-wales , Australia , Washington , United-states , Virginia , France , French , Mellon-pershing , Lisa-crafford , Morgan-mcgovern , Wealth-management-firm-of-the

NEXT Podcast: How To Become the Employer of Choice with Lisa Crafford

Lisa Crafford details the best practices to hire young talent as well as train existing employees for future leadership.

Lisa-crafford , Mark-bruno , Mellon-pershing , Wealth-management-firm-of-the , Informa-wealth-management , Wealth-management-firm ,

Top RIAs Discuss Pathways to Leadership and Growth

Three RIA leaders recently discussed the challenges—and opportunities—of running an advisory firm at the RIA EDGE conference in Florida.

Hollywood , California , United-states , Heather-fortner , Lisa-crafford , Kay-lynn-mayhue , Shannon-eusey , Pershing-crafford , Mellon-pershing , Diplomat-beach-resort , Beacon-pointe-advisors