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Head of Credit Strategies, Lazard Family Office Partners · Experience: Lazard Asset Management · Education: Harvard Business School · Location: New York · 500+ connections on LinkedIn. View ...
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Mar 1, 2023 · Truvvo’s team, including Partners Casey Whalen, Jerome Antenen, Alison Rosenzweig, Caitlin Reynolds and Danielle Roseman, will be based in the New York office.
Mar 1, 2023 · Truvvo’s team, including partners Whalen, Jerome Antenen, Alison Rosenzweig, Caitlin Reynolds and Danielle Roseman, will be based in Lazard’s New York office. Truvvo, a $3.8 billion firm focused...
- Michael Thrasher
- Lazard Asset Management Acquires Truvvo Partners, Creating Family Office
- Stratos Wealth Partners Expands Ownership Stake in First Wealth
- Beacon Pointe Adds Five Rias in Three Months
- Pathstone Will Acquire Rex Capital Advisors
- Merchant-Backed Legacy Capital Recruits $650M Arkansas Team
- Hightower Supports 1st Acquisition For Partner Firm Schultz Collins
- Snowden Lane Partners Adds Morgan Stanley Advisor in Miami
Related: Rivermark Wealth Management Joins Falcon Wealth Planning Lazard Asset Management, which manages about $216 billion in assets, announced it acquired Truvvo Partners, a New York City-based RIA with $3.8 billion in assets that provides strategic advice, wealth planning and investment management to families. Together, the firms have formed Laz...
Stratos Wealth Partners, an RIA of Stratos Wealth Holdings, expanded its ownership in First Wealth Financial Group to a majority stake, following the unexpected passing of Founder and CEO Breton Williams. The owner and leadership transitions are effective immediately, according to Thursday’s announcement, “with no impact to the firm's operations.” ...
Newport Beach, Calif.-based Beacon Pointe Advisors completed five RIA acquisitionsover the last three months, according to an announcement, with three deals closing at the end of 2022 and two closing earlier this year. Midwest Financial Advisor Group, Nexus Wealth Advisors, Pinnacle Wealth Management, Ailsa Capital and Bennicas & Associates have be...
Pathstone, a partner-owned and private equity-backed RIA serving families, family offices, foundations and endowments, entered into an agreementto acquire Rex Capital Advisors. Based in Providence, R.I., Rex provides investment advisory and family office services to ultra-high-net-worth families and related entities. Founded in 2002 by Arthur Duffy...
Legacy Capital, a Little Rock, Ark.-based RIA and wealth management firm backed by Merchant Investment Management, is opening an office in Northwest Arkansaswith the addition of Brian Wood, Michael Peebles and DeAnn Gann. The team of advisors were most recently with Arvest Bank’s wealth management division. The deal will expand Legacy’s geographic ...
Schultz Collins Investment Counsel, a Hightower firm in California’s San Francisco Bay area, completed its first acquisitionwith support from its parent platform. DHR Investment Counsel in Oakland, Calif., a $385 million firm led by husband-and-wife team Davis Riemer and Louise Rothman-Riemer, is joining Schultz Collins and bringing the firm’s asse...
Eduardo Alvarez Andreu, a Miami-based advisor managing $132 million in client assets, left Morgan Stanley to join Snowden Lane Partners, a hybrid RIA based in New York. Working out of Snowden Lane’s Coral Gables, Fla. office, Alvarez Andreu will serve as partner and managing director. He brings nearly two decades of experience in financial services...
- Ali Hibbs
Allison W. Rosenzweig. New York +1 212 548 2111 +1 212 548 7111. Email. vCard. Allison Rosenzweig’s practice focuses on private equity, mergers and acquisitions and other complex commercial transactions. More info.
May 9, 2024 · Colin and Claudine Farrell through their Chapel Place banner, and Alison Rosenzweig and Michael Gaeta will produce the film developed and produced by Village Roadshow Pictures (VRP). Jillian...
Mar 1, 2023 · Truvvo’s team, including Whalen and Partners Jerome Antenen, Alison Rosenzweig, Caitlin Reynolds and Danielle Roseman, will be based in the New York office.
