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Kestra sells minority to private equity firm Oak Hill Capital

The firm has more than doubled in size since it rebranded to its current name and began building on its current model in 2016.

Stone-point
Texas
United-states
Bluespring
Kuwait
Waddell-reed
Jon-henschen
Warburg-pincus
Nico-theofanis
Brad-bueermann
Kestra-private-wealth-services
Moody-investors-service

Oak Hill Capital Buys Out Stone Point's Stake in Kestra

Warburg Pincus will remain majority owner of the recapitalized Kestra Holdings.

Warburg-pincus
Nico-theofanidis
Kestra-holdings
Galway-insurance-holdings
Kestra-private-wealth-services
Carlyle-group
Oak-hill-capital
Stone-point-capital
Stone-point
Bluespring-wealth-partners
Fidelity-institutional
David-canter

RS Will Wealth Management Welcomes Steven W. Wilson to their Growing Team

Frederick, MD (PRWEB) September 07, 2022 RS Will Wealth Management proudly announces the addition of Steven W. Wilson, CFP®, CRPC®, to their growing

New-york
United-states
Maryland
Mcdaniel-college
New-jersey
Mark-mayer
Stevenw-wilson
Financial-planning-firm
Financial-planning-firm-finalist
Mcdaniel-college-in-westminster
Charles-schwab
Wealth-management

RS Will Wealth Management Welcomes Nicholas J. Schwarzenberg

Frederick, MD (PRWEB) September 02, 2022 RS Will Wealth Management proudly announces the addition of Nicholas J. Schwarzenberg to their growing team.Nick

Maryland
United-states
Virginia
William-coffey
Josh-donofry
Nicholasj-schwarzenberg
Nick-schwarzenberg
Financial-planning-firm
Financial-planning-firm-finalist
Intelligence-community
Wealth-management-advisor
Wealth-management

Two Women-Led RIAs Merge With Bluespring Support

The combined firm oversees $460 million in assets and provides Bluespring with a D.C. hub that it can continue to build out.

Washington
United-states
Bernard-wolfe
Anne-marie-laboe
Anne-mccabe
Bernardr-wolfe-associates
Bluespring-wealth-partners
Kestra-financial
Curo-private-wealth
Managing-director
Partner-anne-mccabe

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