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Forgoing 'crazy' offers, Greg Friedman is -- yes, surprisingly -- selling 100% of Private Ocean to a roll-up that is part old Bronfman Rothschild and part NFP-owned Sontag Advisory

The Wealthspire rollup will jump to near $17 billion after adding $2.7 billion from the formerly acquisitive San Rafael, Calif. RIA whose founder can't wait to be an employee, again.

Author Brooke Southall November 22, 2021 at 4:12 PM
1 Comment
no description available
Greg Friedman: We weren't looking for crazy.

Greg Friedman

Jeff Spears

Jeff Spears

November 22, 2021 — 6:38 PM
This is exciting news because the groups have experienced Wealth Advisors. It will be interesting to watch who wins the race. I have already placed my bet.

Mentioned in this article:

CRM Software
Top Executive: Greg Friedman

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