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EP Wealth acquires $1 billion Lehman & DeRafelo RIA
Lehman & DeRafelo offers another example of a big RIA seeking a larger partner despite turbulent economic conditions and some signs of an M&A slowdown.
United states
Brian parker
Lehman derafelo
Tina hohman
Aaron lehman
Alera group wealth services in
Wealth partners capital group
Devoe co
Wharton business group
Pennsylvania based lehman
Derafelo financial resources
Financial planning
Managing director brian parker
Rich derafelo
Berkshire partners
Pennsylvania based wharton business group
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