M&A Update: Wealth Management in Focus
CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.
Source: planadviser.com
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CAPTRUST Announces Addition of New Jersey-Based Portfolio Evaluations, Inc.
/PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Portfolio Evaluations, Inc. (PEI). Based in Warren, New Jersey, PEI...
Source: prnewswire.com
CAPTRUST Announces Addition of New Jersey-Based Portfolio Evaluations, Inc.
/PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Portfolio Evaluations, Inc. (PEI). Based in Warren, New Jersey, PEI...
Source: prnewswire.com
CAPTRUST Announces Addition of New Jersey-Based Portfolio Evaluations, Inc.
RALEIGH, N.C., Jan. 14, 2022 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Portfolio Evaluations, Inc. (P...
Source: businessinsider.com
Captrust Acquires $107B Institutional-Focused Firm
Captrust's acquisition of Portfolio Evaluations, Inc., a Warren, N.J.-based firm wis its third such deal with an institutional-focused firm,
Source: wealthmanagement.com