First Tee – Cleveland celebrates grand opening of activity center
First Tee – Cleveland’s Woodworth Activity Center celebrated its grand opening on May 2 with a celebratory first putt.
Source: clevelandjewishnews.com
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MAI Buys Harbor Wealth Management
Harbor advises private individuals and families, businesses, company retirement plans and private foundations on all aspects of investment and wealth management.
Source: themiddlemarket.com
Rick Buoncore: M&A Strategy and the Importance of Culture in Deals
In the late 1970s, Rick Buoncore was a standout baseball player at Fordham University—so much so that the school later inducted him into its Hall of Fame. As…
Source: biztoc.com
RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati
At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches.
Source: wealthmanagement.com
RIA Roundup: Mission Wealth Names 5 New Partners
2024 kicked off with a flurry of activity in the RIA space, including at least 11 deals, some key people moves, and one rebrand.
Source: wealthmanagement.com