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Charleston wealth management firm merges with Atlanta firm

Published: May 30, 2023

Charleston wealth management firm merges with Atlanta firm

Source: charlestonbusiness.com

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United StatesDavid PierceDave MirolliMatt CayceMichael DolbergChristopherd PullaroCharleston Based Apollon Wealth ManagementCatalyst Wealth ManagementCatalyst ApollonCharleston Coastal PureWealth ManagementApollon Wealth ManagementBrian PierceCal HalliburtonCharleston Wealth Management Firm Merges With Atlanta

Five UBS investment bankers in Maine split off to join firm based in South Carolina

Published: October 8, 2021

The breakaway isn't the first for global giant UBS Financial Services in Maine, coming two years after four other staff left the Portland branch to launch their own firm.

Source: mainebiz.biz

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United StatesSouth PortlandAnn Marie GordenSteve TenneyWilliam Torey CarrTim HiscockMichael DolbergBri AndreoniPaul SpizzuocoFinancial ServiceSouth Carolina BasedApollon Wealth ManagementApollon New EnglandJustin CoffinApollon WealthPortland Based Great Diamond