Articles tagged "Robert Clarfeld"
Brooke's Bits: Citizens Bank hits RIA radar again with purchase of $7.5B Clarfeld; Jay Welker's departure at Wells Fargo--with no heir apparent -- may have giant implications
Heady bank M&A and AMG exit in Tarrytown deal; 1,000-employee private banking unit in San Francisco may fold into St. Louis Wells Fargo wirehouse
November 7, 2018 at 3:33 AM
AMG delves deeper into the RIA business with second deal -- of $4-billion player in NY
Its purchase of a stake in Clarfeld Financial Advisors, Barron's No. 3, shows the Veritable deal was, indeed, a warm up