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Portfolio Evaluations News Today : Breaking News, Live Updates & Top Stories | Vimarsana

M&A Update: Wealth Management in Focus

CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.

United statesNew marketDaryl dekeBryan fitzpatrickLuis zervigonPortfolio evaluations incPortfolio evaluationsNew orleansCrescent capital consultingNew market wealthPresident andrew wisdomExecutive vice president bryan fitzpatrickExecutive vice presidentOperations luisPrincipal darylRush benton

CAPTRUST Announces Addition of New Jersey-Based Portfolio Evaluations, Inc

/PRNewswire/ CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Portfolio Evaluations, Inc. (PEI). Based in Warren, New Jersey, PEI.

New jerseyUnited statesMichael sassoAttila tothRick shoffAdvisor groupPortfolio evaluations incPortfolio evaluationsPartners attila tothRetirement groupBellwood associatesCaptrust financial advisors

CAPTRUST Announces Addition of New Jersey-Based Portfolio Evaluations, Inc

/PRNewswire/ CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Portfolio Evaluations, Inc. (PEI). Based in Warren, New Jersey, PEI.

New jerseyUnited statesMichael sassoAttila tothRick shoffAdvisor groupPortfolio evaluations incPortfolio evaluationsPartners attila tothRetirement groupBellwood associatesCaptrust financial advisorsBanking amp financial services

CAPTRUST Announces Addition of New Jersey-Based Portfolio Evaluations, Inc

RALEIGH, N.C., Jan. 14, 2022 /PRNewswire/ CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Portfolio Evaluations, Inc. (P.

New jerseyUnited statesNorth carolinaMichael sassoAttila tothRick shoffAdvisor groupPortfolio evaluations incPortfolio evaluationsPartners attila tothRetirement groupBellwood associates

Captrust Acquires $107B Institutional-Focused Firm

Captrust's acquisition of Portfolio Evaluations, Inc., a Warren, N.J.-based firm wis its third such deal with an institutional-focused firm,

Michael sassoAttila tothBellwood associatesWise rhino groupCammack retirement groupPortfolio evaluations incCaptrust financial advisorsPortfolio evaluationsRhino group

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