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Banyan reels in two more RIAs pushing its assets across the $4 billion line -- now comes the challenge

Peter J. Raimondi gets closer to his dream of creating a national firm with acquisitions of firms with a combined billion in AUM

Author Lisa Shidler August 23, 2013 at 5:14 PM
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We knew if we were successful with all three of these deals it would require a herculean transition efforts.

Women of Wealth Management



June 26, 2014 — 3:54 AM

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June 26, 2014 — 5:22 AM

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Mentioned in this article:

Park Sutton Advisors, LLC
Mergers and Acquisition Firm
Top Executive: Steven Levitt

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