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CI Financial Leases Office Space for Manhattan Acquisitions

The 50,000 square-foot office space in midtown Manhattan will house six RIA acquisitions that are now part of CI's private wealth business.

United statesExchange commissionRoosevelt investment groupNew york basedBarrett asset managementKore private wealthNew york postwasBricknell financial

CI Financial Acquires Eaton Vance Assets from Morgan Stanley

CI Financial is acquiring assets of Eaton Vance WaterOak Advisors from Morgan Stanley. Additionally, advisory firm Pathstone will also acquire WaterOak assets.

United statesNew yorkWinter parkKurt macalpineEaton vance wateroakMorgan stanleyEaton vanceEaton vance corpEaton vance wateroak advisorsVance water oakEaton vance investment counselUnited stateWealth managementCorient capital partnersNew jersey basedBricknell financial

CI Financial Acquires $3 4B Multi-Family Office RIA

CI’s deal with Seattle-based McCutchen Group is its first in the Pacific Northwest, and will expand the firm's footprint in the UHNW market.

United statesFrancis suarezMatt mccutchenKurt macalpineYork stock exchangeMccutchen groupNew york stock exchangePortola partnersSilicon valley basedBricknell financialSouth floridaMiami mayor francisEchelon partners

CI Financial to Launch U S Headquarters in Miami

CI Financial to Launch U S Headquarters in Miami
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United statesNew yorkNew york stock exchangeFrancis suarezManolo reyesKurt macalpineYork stock exchangeBricknell office towerMiami downtown development authorityBricknell financialOffice towerSouth floridaMiami mayor francisDowntown miamiWall streetSilicon valley based

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