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Boston Private Loses Two Advisors to Lido


Boston Private Loses Two Advisors to Lido
Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million.
Lido Advisors, the Los Angeles-based registered investment advisory firm, continues its strategy of recruiting advisors away from private banks catering to high-net-worth clients.
Two advisors from Boston Private Wealth, a trust bank and wealth management firm, announced today they will join Lido s Boca Raton, Fla. office. 
At Boston Wealth, advisors Jeffrey Kaufman and John Tassone, and planning specialist Dominik Elmasian, served high-net-worth clients including business owners and corporate executives, as well as endowments and foundations.  ....

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Wealth Management RIA Deals of the Week | Wealth Management


$1.5 Billion Maentz Machlovitch Group Joins Rockefeller
Los Angeles–based Maentz Machlovitch Group that managed $1.5 billion at Morgan Stanley has joined Rockefeller Capital Management’s Southwest Division. The practice specializes in high-net-worth and ultra-high-net-worth families and provides institutional investment services to Native American tribes and Alaskan native corporations.
$1.1 Billion Team the Fortney Group Joins UBS
The Fortney Group joins UBS Financial from Morgan Stanley. The team, which managed $1.1 billion in client assets, is based in Houston. Grant Fortney, Scott Fortney and Michael B. Nichley and their three-member support staff provide wealth management services to ultra-high-net-worth individuals, families and executives.
Integrated Partners Nabs the Vedder Group ....

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Famous Bitcoin retail and institutional investors


Suffice to say, this fantastic bull cycle has attracted attention from retail investors around the world, including celebrities like Michelle Phan, Maisie Williams, Elon Musk, and many others.
But what really drives this bullish Bitcoin cycle is the continual institutional interest. Let s take a look at five famous individual and institutional Bitcoin investors.
Tyler and Cameron Winklevoss
Famous for their feud with Mark Zackenberg, the Winklevoss twins are also known in the crypto community as Bitcoin investors. They recognized the benefits of investing in Bitcoin early on and bought BTC in 2012.
Today their wealth is estimated at $900 million, and reportedly, at one point, they owned 1% of all BTC in circulation. In 2020 as Bitocin entered a bull market phase, they invested again over $50 million in Bitcoin. Winklevoss also predicted that Bitcoin would surpass $500,000 in the next decade. ....

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Cryptocurrency Investing Opportunities Range from Bitcoin to Stocks

Cryptocurrency Investing Opportunities Range from Bitcoin to Stocks
townhall.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from townhall.com Daily Mail and Mail on Sunday newspapers.

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