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RIA Roundup: Wealthspire Advisors to Acquire Heron Wealth in NYC - Vimarsana News

RIA Roundup: Wealthspire Advisors to Acquire Heron Wealth in NYC

No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.

Pitcairn Expands Investment Team with Additional Expertise - Vimarsana News

Pitcairn Expands Investment Team with Additional Expertise

/PRNewswire/ -- Pitcairn, a true family office serving ultra-high-net-worth families for a century, is pleased to announce that Robert Mileff, CAIA®, a...

Pitcairn Family Office Names Sonnenberg as New CIO | Chief Investment Officer - Vimarsana News

Pitcairn Family Office Names Sonnenberg as New CIO | Chief Investment Officer

Former CIO Rick Pitcairn moves into a newly created global strategy role.

Source: ai-cio.com
RIA Roundup: Frank Smith Takes Over as PAG CEO - Vimarsana News

RIA Roundup: Frank Smith Takes Over as PAG CEO

PAG 's new CEO; Pitcairn's new role; Core joins Commonwealth; Carson invests in Missouri; Kovitz announces 2nd deal; Dynasty partners with BIS.

Pitcairn Expands its Strategic Leadership & Investments Team - Vimarsana News

Pitcairn Expands its Strategic Leadership & Investments Team

/PRNewswire/ -- Pitcairn, a true family office serving ultra-high-net-worth families for a century, announced today the expansion of its executive leadership...