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RIA Roundup: Congress Wealth Buys $1 1B MainLine Private Wealth

Congress does 1st deal since CI sold stake to Audax, 2 Indiana firms merge to create Wellington Wealth, and Ohio team leaves Ameriprise for OneSeven.

United statesFort wayneNew zealand generalNew zealandSan francisco bayCrown pointSan franciscoPark cityGreg freemanJohn froleyBen feldmeyerScott dellorfanoTony bonannoTodd resnickLeslie vothRob sechan

Congress Wealth Management Acquires MainLine Private Wealth

Congress Wealth Management Acquires MainLine Private Wealth
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

United statesScott dellorfanoPaul lonerganGary drozCongress wealth managementLike congressMainline private wealthChief executive officerScott dell orfanoChief strategic officerAudax private equityAvila beachManaging directorWealth managementCongress wealth

Congress Wealth Management Buys $1 1 Billion RIA MainLine Private Wealth

Congress Wealth Management Buys $1 1 Billion RIA MainLine Private Wealth
barrons.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from barrons.com Daily Mail and Mail on Sunday newspapers.

United statesCongress wealth managementEast coastMainline private wealth

Congress Wealth Management Buys $1 1 Billion RIA MainLine Private Wealth

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United statesCongress wealth managementEast coastMainline private wealth

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