comparemela.com
  1. Home
  2. Live Updates
  3. Mcshane Partners - Breaking News

Latest Breaking News On - Mcshane partners - Page 1 : comparemela.com

AmeriFlex Group Adds 16 Advisors, $1 9B in Q1

Waverly Advisors has added three teams and almost $2.5 billion in 2024, and Fortis Capital picked up a Chicago practice helmed by a father/daughter team.

United statesBarrington hillsDaniele donahoeRobb haggLarry rothJessica nieminskiStan nieminskiJustin russellWealth partners capital groupAmeriflex groupWaverly advisorsFortis capital advisorsUflex groupMcshane partnersWaverly president justinCapital advisors buys clearpath financial

PE-Backed Waverly Advisors Purchases McShane Partners

McShane was founded in 1985 as one of the first fee-only RIAs in Charlotte.

Daniele donahoeMac selverianWealth partners capital groupWaverly advisorsMcshane partners

© 2024 Vimarsana

vimarsana © 2020. All Rights Reserved.