/PRNewswire/ Spearhead, a premier wealth management, administration, and asset management solutions provider to ultra-high net worth investors, family.
/PRNewswire/ Spearhead, a premier wealth management, administration, and asset management solutions provider to ultra-high net worth investors, family.
A round-up of people moves and M&A deals across North America
M&A
The wealth management firm has acquired Chicago-based Trinity Financial Advisors (TFA).
This deal marks The Mather Group’s eighth acquisition in a little more than two years.
TFA has provided financial planning services for Chicago’s working and retired business executives, healthcare professionals, attorneys and entrepreneurs since 2000.
The financial terms of the deal were not disclosed.
People moves
Spearhead
The wealth management and administration solutions provider has named Alyson Kest as chief compliance officer and deputy general counsel.
Kest has more than 15 years of legal and compliance experience within the financial services industry. Most recently, she was the chief compliance officer and counsel for WBI Investments and its affiliates Millington Securities and Hartshorne Group.