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US in the news: Pathstone buys Texas-based wealth firm

US in the news: Pathstone buys Texas-based wealth firm
international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.

New yorkUnited statesSan franciscoMark friedmanMatt sonnenPatrick patinOwen brainardMichael coxMitchell petersMelissa hauerDaniel murphyLiz nesvoldLora tloczkowskiRyan malloyAnne nordlohLuke persico

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 to Buy Brainard Capital Management

Austin-based Brainard will help Pathstone on its path to become a national brand for ultra-high-net-worth clients.

United statesMatt fleissigPeter nesvoldOwen brainardRepublic capital groupBrainard capital managementSilicon valleyLovell minnick partnersWillow street

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

Republic Capital Advises Brainard Capital Management on Combination with Pathstone Family Office

/PRNewswire/ Republic Capital Group, an M&A advisory firm specializing in providing investment banking services to the RIA, wealth and asset management.

United statesCandace langstonPeter nesvoldOwen brainardPathstone family officeRepublic capital groupBrainard capital managementPrnewswire republic capital groupKingswood capital partnersCapital groupRepublic capital

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