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Creative Planning Closes on Acquisition of Goldman Sachs PFM
The new United Capital is born, with $20 billion in total assets, 125 advisors and its own ADV and management team.
United states
Goldman sach
Sonja larimore
Jon seiler
Rob mlenek
Marie campion
Melroy saldanha
Goldman sachs
Frank salb
Peter mallouk
Joe duran
Kestra private wealth services
Goldman sachs advisor services
Advisor center
Creative planning
Overland park
Creative Planning Acquires Mesirow s Retirement Services Business
The deal adds over 350 retirement plans and about $13 billion to Creative Planning’s existing retirement services team.
United states
Vince allegra
Rob mlenek
David dermenjian
Peter mallouk
Marie campion
Chris pohlman
Goldman sachs
Financial services
Creative planning
Kansas city
General atlantic
Telarray advisors
Prime capital investment advisors
United capital
Jim rivers
PCIA, Farther Pick Up More Advisors From Goldman Sachs PFM
One advisor who left, who declined to be named, said his decision to leave was motivated by the sale to Creative Planning.
United states
Tyson lokke
Michael desantis
Kevin woodcheke
Stan dyl
Joanneh nguyen
Las vegas
Rob mlenek
Marie campion
Goldman sach
Kimberly chmielewski
Robert davenport
Michael duncan
Goldman sachs
Goldman sachs personal financial management
Peter mallouk
HMM, 유럽 쪽으로 4600TEU급 임시 화물선 띄운다
HMM, 유럽 쪽으로 4600TEU급 임시 화물선 띄운다
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South korea
Resolution busan
Newport japan
Americas west coast
Americas east coast
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