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Sequoia Financial Group to acquire $5B Zeke Capital

Sequoia Financial Group is one of many buyers tapping into the opportunity, to the tune of more than tripling its size in less than three years.

United statesSankt peterburgHarris baltchTom haughtEdward antoianAlgee smithGoldman sachsCerulli associatesSequoia financial groupOhio based sequoia financial groupPennsylvania based zeke capitalInvestment managementValeas capital partnersPresident gee smithDynasty financial partnersChartwell investment partners

Sequoia Financial Group to Buy Zeke Capital Advisors

Sequoia acquisition will double assets and clients under firm’s family office practice and expand its asset management menu across entire client base.

United statesSouth carolinaDavid devoeTom haughtEdward antoianAlgee smithDevoe companyGoldman sachs trust companySequoia financial groupZeke capital advisorsChartwell investment partnersPresident gee smithOhio based sequoiaKudu investment management

Sequoia Financial Group to Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion in Client Assets

/PRNewswire/ Sequoia Financial Group, LLC (Sequoia) today announced it has entered into an agreement to acquire Zeke Capital Advisors, LLC (Zeke). The.

Newton parkUnited statesUnited kingdomEd antoianAnnie mccauleyTom haughtEdward antoianAlgee smithTroutman pepper hamilton sandersCambridge international partnersCoplan aronoffZeke capital advisorsSequoia financial groupOhio based sequoiaFamily wealthFinancial group

Sequoia s latest acquisition grows it to $15 billion in client assets

The Akron-based, private equity-backed investment adviser has been rolling up other firms in recent years as part of its growth strategy. Its latest deal with Zeke Capital Advisors of Berwyn, Pennsylvania, expands its assets under management by 67%.

New yorkUnited statesMayfield heightsSan franciscoEd antoianTom haughtEdward antoianAlgee smithSequoia financial groupZeke capital advisorsNortheast ohioFamily wealthValeas capitalKudu investment managementWealthstone advisors

$4 5B Merrill Lynch team launches Syon Capital RIA

The new firm joins a movement that also drew a growth capital investment of $200 million into burgeoning RIA aggregator Sequoia.

Kettering universityUnited statesSouth carolinaTom haughtChopra septMorgan stanleyGoldman sachsUniversity of michigan ross school businessCharles schwabWells fargoSequoia financial groupMerrill lynch private wealthYash chopraSan francisco based syon capitalSyon capitalSan francisco based

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