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Brainard Capital News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Pathstone to Buy $3 65B Crestone Capital

With its 14th acquisition in as many years, Pathstone is picking up more than 170 individual clients with an average of around $17 million in assets.

United statesCherry creekPeter nesvoldLos angelesMatt fleissigJohn langstonDeric kramerRepublic capital groupKelso companyCrestone capitalBrainard capitalLovell minnick partnersRocky mountains

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

Pathstone pushes past $80 billion with acquisition of Brainard Capital

Pathstone, an Edgewood, N.J., advisory firm, is deepening its focus on wealthy families by acquiring Brainard Capital Management.

United statesNew jerseyOwen brainardKelly maregniMatt fleissigKelso coBrainard capitalLovell minnick partnersChief executive matt fleissig

Pathstone acquisition to bring assets under advisement to over $80B

Englewood-based advisory firm Pathstone has entered into an agreement to acquire Brainard Capital Management of Austin, Texas.

United statesEaton vance wateroakKastner gravelleOwen brainardMatt fleissigKelly maregniRepublic capital groupBrainard capital managementPathstone president kelly maregniPathstone president kellyCapital groupBrainard capitalAdvisor partnersFlorida based eaton vance wateroak advisors

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