RIA Roundup: Emigrant Partners Stakes MONECO Advisors
Emigrant adds 21st growth-oriented firm to portfolio of wealth management businesses, while 7 firms announced recruits or acquisitions this week.
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Emigrant adds 21st growth-oriented firm to portfolio of wealth management businesses, while 7 firms announced recruits or acquisitions this week.
OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s; Merrill Lynch wealth manager and team joins First Republic; and more.
Posted on 16428 Rockefeller Capital Management (“Rockefeller” or the “Firm”) is continuing deliberate growth across the Private Wealth Business, having today announced the firm’s first San Antonio-based team to join in the Central Division. Martin Lawyer Daniels is led by Elmer Martin, Managing Director and Private Wealth Advisor, Patty Lawyer, CRPC®, Managing Director and Private Wealth Advisor and Brett Daniels, CPWA®, First Vice President and Private Wealth Advisor. The team also includes Associate Vice Presidents an...
Posted on 16386 Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced The Richeda and Farr Group has joined in Denver, marking the Firm’s first entrant into the Colorado market. Joining the Central Division directed by Michael Armondo, The Richeda and Farr Group is led by Matthew Richeda, CAIA®, CRPC®, CFP®, Managing Director and Private Wealth Advisor, and Christopher Farr CPWA®, CPFA, CRPS®, First Vice President and Private Wealth Advisor, and also includes Christopher Nazzaro, Associate Vice...