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Tim Bello News Today : Breaking News, Live Updates & Top Stories | Vimarsana

RIA Roundup: Lazard Acquires Truvvo, Creates $8B Family Office

RIA M&A deals from Lazard, Stratos Wealth, Beacon Pointe, Pathstone, Legacy Capital, Hightower and Snowden Lane.

United statesNew yorkDistrict of columbiaSanta cruz countyLittle rockPortola valleyCoral gablesNewport beachBloomfield hillsMatt cooperRaymond jamesOneill fairbanksLance wexlerMatt fleissigDoug flahertyDeann gann

Opto and Merchant leaders say new alts partnership is a win for access, fairness and understanding

The partnership brings Opto's private market software to Merchant's slate of partner firms managing more than $140 billion in assets.

Mark machinMarc spilkerTim belloMichael dellJoe lonsdaleJacob millerMerchant investment managementFinancial planningMerchant managing partner timClocktower venturesNew york basedWealth managementPractice and client managementAlternative investments

Merchant Takes Minority Stake in Succession Link

Succession Link and Merchant Investment Management are joining forces to provide succession seekers with more than just an introduction.

Dave bartonTim belloNick gudzChalice financial networkSuccession linkMerchant investment managementPhillip flakesMercer advisors

Barry joins Summit Financial as CIO

Summit Financial appointed Kevin Barry as its new chief investment officer, the Parsippany-based investment adviser announced Sept. 20.

Kevin barryTim belloStan gregorBrevan howard hedge fundCaxton associates alternative fundInsurance coSummit financialThird law capital managementSuisse asset managementTimessquare capitalInvestment managementSummit growth partnersManaging partner tim

Brainvest Wealth Management announces Jan Gunnar Karsten as Brazil CEO and Fernando Gelman as Global CEO

30-year industry veteran to lead the company's Latin American growth strategy, while Gelman assumes the international leadership position Brainvest Wealth Management (Brainvest) welcomes Jan Gunnar

United statesAlexander gorraTim belloMarc spilkerAlex gorraJan gunnar karstenKostenloser wertpapierhandelRodneya rossFernando gelmanJulius baer family officeFamily officeLatin americanWealth managementMulti family officeChief growth officerBusiness wire

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