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EP Wealth acquires $1 billion Lehman & DeRafelo RIA
Lehman & DeRafelo offers another example of a big RIA seeking a larger partner despite turbulent economic conditions and some signs of an M&A slowdown.
United states
Brian parker
Lehman derafelo
Tina hohman
Aaron lehman
Alera group wealth services in
Wealth partners capital group
Devoe co
Wharton business group
Pennsylvania based lehman
Derafelo financial resources
Financial planning
Managing director brian parker
Rich derafelo
Berkshire partners
Pennsylvania based wharton business group
US in the news: Canadian firm buys 20 5% stake in Rockefeller CM
A round-up of people moves and M&A deals across North America
United states
Aaron lehman
Brian hershberger
Jeff lehman
Lehman derafelo
Rockefeller capital
Rockefeller capital management
Viking global investors
Pennsylvania based andesa financial management
Omni wealth advisors
Omni wealth
Pennsylvania based lehman
Derafelo financial resources
Rich derafelo
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