Former State Street, JPMorgan Execs Open Shop on Mariner Platform
Boston-based KinneyMunro Wealth Advisors seeks to deliver‘a differentiated investing experience.’
Source: wealthmanagement.com
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$1 billion family office launches RIA with Tru Independence
Planner Pamela Perskie's advisory practice, which serves musicians, NBA players and real estate and private equity executives, left Mariner to start its own firm.
Source: financial-planning.com
California Team Creates Employee-Owned Firm Backed By Mariner
A $450 million team has partnered with Mariner Platform Solutions to become employee-owned.
Source: wealthmanagement.com