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People Moves Related to "Marty Bicknell sells Tortoise stake for '$150 million' with cash already earmarked for four or five RIA purchases"


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Dan Seivert's ripping success in RIA M&A deals has odd side effect of having some sidearm staff leave for new vistas

Carolyn Armitage and Mark Bruno left to mutual benefit, while Echelon Partners roars on, feeding the beast of deal-crazed RIA buyers and sellers.

July 20, 2021 at 1:17 AM

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