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Community Foundation of Broward Adds Five New Board Members and Selects 2024 Board Officers

Community Foundation of Broward Adds Five New Board Members and Selects 2024 Board Officers
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Community Foundation of Broward Welcomes Three New Members to its Board of Directors

Community Foundation of Broward Welcomes Three New Members to its Board of Directors

US in the news: Coldstream WM and Paracle Advisors merge

A round-up of people moves and M&A deals across North America M&A Seattle-based Coldstream WM is to merge with Paracle Advisers. The combined RIA group, under the Coldstream brand, will have $5.7bn (£4.1bn, €4.7bn) in client assets. The financial details of the deal were not disclosed. Kevin Fitzwilson, Coldstream’s managing shareholder, said: “We’re thrilled to partner with Paracle Advisors and to bring our two firms together in what we view as a true merger of equals. “Successfully combining two leading RIA firms, without inviting private equity or outside equity capital, supports our joint leadership team’s commitment to independence, in spirit, strategy and service to our clients.”

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