Articles tagged "Pathstone Family Office"
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Pathstone reclaims by poach Schwab’s family office division unit head, Eddie Brown, weeks after the Lovell Minnick ultrahigh-net-worth roll-up snapped up a $50 billion RIA
Brown's hire is also something of a 'reunion', given his near 15 years at Pathstone, and through family office roles at both Fidelity and Schwab.
November 14, 2024 at 7:23 PM
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.
November 12, 2019 at 4:05 AM
City National sells off salvaged remains of Convergent Wealth Advisors, but not before Convergent sheds nearly $7 billion of AUM
After a trifecta of traumas, Mark Hurley steps in to fund and help construct deal with Pathstone and PagnatoKarp; cuts a deal with four younger advisors to start segmented division
September 13, 2016 at 5:26 PM
How Fortigent got $50 billion on its platform by treating an RIA pain-point
The Rockville, Md.-based company was early in the high-end of the market but other outsourcers are catching on
