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RIA Roundup: Manhattan West Exceeds $1B with Private Wealth Recruits

Aspiriant, Key Private Bank and Merrill Lynch lost advisors to Manhattan West and Steward Partners this week, while F.L.Putnam expanded in Maine.

United statesNew yorkNicholas wolfMellon pershingGoldman sachRaymond jameErik clayLos angelesMark moraskyChris figaroOrin winickRon insanaCharles dibnerPatrick mcdonaldPatrick norrisF lputnam investment management company

Steward Partners Welcomes Vantage Point Private Wealth

/PRNewswire/ Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes its newest partner as Vantage Point.

United statesWalnut creekVantage pointNew yorkMark moraskyMichaela moralesChris figaroChris bartonAlondra roblesErik clayMellon pershingCollege for financial planningSteward partners global advisorySteward partners investment solutionsMerrill lynchMichigan university

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