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New York , United States , New Jersey , Ruhlin Roe , Portola Partners Group , Mccutchen Group , East Coast Based , Portola Partners ,

CI Financial Acquires $3.4B Multi-Family Office RIA

CI’s deal with Seattle-based McCutchen Group is its first in the Pacific Northwest, and will expand the firm's footprint in the UHNW market. ....

United States , Francis Suarez , Matt Mccutchen , Kurt Macalpine , York Stock Exchange , Mccutchen Group , New York Stock Exchange , Portola Partners , Silicon Valley Based , Bricknell Financial , South Florida , Miami Mayor Francis , Echelon Partners ,

CI Financial buys US$3.4-billion McCutchen Group

The Seattle-based RIA is CI's first office in the Pacific Northwest ....

United States , Menlo Park , Matt Mccutchen , Kurt Macalpine , Mccutchen Group , Mccutcheon Group , Cutchen Group , Pacific Northwest , Portola Partners , Silicon Valley ,

CI Financial buys US$3.4-billion McCutchen Group | Investment Executive

The Seattle-based RIA is CI's first office in the Pacific Northwest ....

United States , Menlo Park , Matt Mccutchen , Kurt Macalpine , Mccutchen Group , Mccutcheon Group , Cutchen Group , Pacific Northwest , Portola Partners , Silicon Valley ,

Canada's CI Financial and Florida Gov. Ron DeSantis announce plan for Miami to become the $77-billion rollup's U.S. headquarters in 2023

The Sunshine State used tax incentives to lure the Toronto firm to Miami, where the state has tried to establish a Wall Street South for decades with some success ....

United States , New York , New York Stock Exchange , San Francisco , Miami Dade , Francisx Suarez , Francis Suarez , Kurt Macalpine , Trevor Davis , Los Angeles , Ruhlin Roe , Ron Desantis , Karlh Heckenberg , Karl Heckenberg , Big Four , York Stock Exchange , Emigrant Bank , Downtown Development Authority , Goldman Sachs Group Inc , Gov Ron Desantis , Portola Partners , Focus Financial , Boston Private , Banyan Partners , Big Three , Goldman Sachs Group ,