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CI Financial to Acquire Portola Partners, a Leading US$5.2-Billion Silicon Valley Wealth Manager

CI Financial to Acquire Portola Partners, a Leading US$5.2-Billion Silicon Valley Wealth Manager
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San Francisco Bay , United States , Steve Rehmus , Kurt Macalpine , Jason Weyeneth , Murray Oxby , Zack Herlick , Trevor Davis , Hogan Lovells , Doyle Wealth Management , Congress Wealth Management , Ci Investment Services Inc , Alston Bird , Ruhlin Roe Inc , Dowling Yahnke , Pty Ltd , Capital Partners Inc , Capital Management , Stavis Cohen Private Wealth , Roosevelt Investment Group , Barrett Asset Management , York Stock Exchange , Ci Direct Investing Wealthbar Financial Services Inc , Cabana Group , Bryant Hamill , Portola Partners Group ,

CI Financial acquires $5.2 billion Portola Partners

CI Financial acquires $5.2 billion Portola Partners
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San Francisco Bay , United States , Menlo Park , Kurt Macalpine , Zack Herlick , York Stock Exchange , Toronto Stock Exchange , New York Stock Exchange , Portola Partners , New York Stock , சான் பிரான்சிஸ்கோ வளைகுடா , ஒன்றுபட்டது மாநிலங்களில் , மென்லோ பூங்கா , கர்ட் மாகல்பைன் , யார்க் ஸ்டாக் பரிமாற்றம் , டொராண்டோ ஸ்டாக் பரிமாற்றம் , புதியது யார்க் ஸ்டாக் பரிமாற்றம் , புதியது யார்க் ஸ்டாக் ,