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RIA Roundup: Jurika, Mills & Keifer Joins Cerity Partners

More than $6.6B in assets was transacted this week, two new firms were launched, an investment bank opened, and firms filled key positions.

South carolinaUnited statesNew yorkBonnie bursetMatt sonnenHannah bryantLois basilLiz nesvoldJen abboud smithDan rollinsPhillip hammanLinscomb williamsBrent brodeskiWill richardsonJamie hopkinsMark zion

Savant Wealth Management Acquires $3 3 Billion Capital Directions

/PRNewswire/ Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), announced it has acquired Atlanta-based.

Catherine povalitisTerry hartiganMiriam falakiDennis covingtonBrent brodeskiMichael borkJohn mcmillenRichard odonnellChartwell agencyCapital direction retirement plan servicesExpands footprintWealth managementAtlanta based capital directionsCapital directionsCapital directionManaging director terry hartigan

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