News, Vision & Voice for the Advisory Community


Lovell Minnick crashes the RIA party with purchase of $15 billion RIA -- a big sale for post-Hurley Emigrant Partners

The Philadelphia-based investor also made owners of dozens of staff of 100-person Pathstone Federal Street.

Author By Lisa Shidler November 12, 2019 at 4:05 AM
no description available
Brad Armstrong: Now, there are more than 100 employees and that usually warrants a different partner for a different stage of the journey.

Steve Lockshin


Mark Hurley

Related Moves

August 18, 2023 at 3:56 AM

Emigrant Bank 'doubles down' to send Mark Hurley packing and fire up Fiduciary Network, its RIA deal machine

The billionaire-owned New York bank eschewed the quick buck of a top-of-market sale to bet Karl Heckenberg can make Fiduciary Network function even better as its new CEO

November 22, 2018 at 12:07 AM

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