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Pathstone Announces the Acquisition of WaterOak's Investment Advisory and Wealth Management Business

/PRNewswire/ Pathstone, an independently operated, partner-owned advisory firm offering comprehensive customized investment advice and family office. ....

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Pathstone to acquire assets of Florida wealth management firm

Pathstone, a partner-owned advisory firm headquartered in Englewood, on March 31 announced it entered into an agreement to acquire certain assets of Eaton Vance WaterOak Advisors, based in Winter Park, Fla., WaterOak provides institutional and private wealth clients with investment solutions. ....

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