Moves In the News
While not all moves we have helped facilitate are mentioned in the media, here are some moves by financial advisors that did receive recognition.
$14-Million Merrill Team Skips to Rockefeller in Ohio
Rockefeller recruited Jones Wealth Partners from Merrill Lynch, adding a $14 million team overseeing $2 billion in assets in Ohio.
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Merrill Team With $2.1 Billion Joins Rockefeller to Staff New Ohio Office
Rockefeller Capital Management recruited financial advisor Sidney Jones and his team, Jones Wealth Partners, from Merrill Lynch.
READAltruist Secures Exclusive Partnership with $1B Breakaway Advisory Firm in Boston
Altruist has partnered with Civic Financial, a newly independent Boston-based RIA overseeing approximately $1 billion in client assets.
READ$1bn Northwestern Mutual Team launches RIA with Altruist’s Support
Civic Financial has launched as an independent RIA after breaking away from Northwestern Mutual with approximately $1 billion in client assets.
READDeals & Recruiting Roundup: Moneta, RBC, Carson, Altruist And More
Cresset has recruited Chris Tiano and Nick Smith from Lazard Wealth, adding advisors who previously oversaw approximately $1.1 billion in client assets.
READCresset Adds Two Wealth Advisors From Lazard Wealth
The duo, who join the multi-family office as managing directors in Los Angeles and New York respectively, having previously overseen $1.1 billion in assets at Lazard Wealth.
READCresset Hires Lazard Team Advising on $1.1 Billion
As part of its continued expansion, Cresset has recruited two former Lazard Wealth advisors managing roughly $1.1 billion in assets, marking another significant hire under the firm's new leadership.
READCresset Welcomes $1.1 Billion Advisory Team to New York and L.A. Offices
Cresset continues to expand its national footprint with the addition of two former Lazard Wealth directors, Nick Smith and Chris Tiano, who join the firm after overseeing $1.1 billion in client assets.
READCresset Hires $1.1 Billion Lazard Duo to Expand in New York and Los Angeles
Cresset has hired financial advisors Chris Tiano and Nick Smith, a duo who previously managed $1.1 billion at Lazard Wealth.
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