Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.
Nesvold says she’ll certainly use her M&A know-how, but she’ll also play a larger role connecting the dots between Emigrant’s businesses—with the high-net-worth individual at the center of it all.
America boasts more than double the female billionaires than any other country.
Nesvold will work with all units of the bank that touch wealth management, including Emigrant Partners, where she'll serve as chair.
Continuity Private Wealth represents the 40th team to join through LPL’s Strategic Wealth Services.
The Anderson McKelvey Group is based outside of Orlando and focuses on individuals, families, and corporate executives in the aerospace and defense industries.
The nascent RIA adds three practices with a combined $150 million in AUM, as it bets on its subscription fee model and open architecture technology.
Flynn, who serves as global co-head of private wealth management, will additionally run One Goldman Sachs alongside co-head Sam Morgan.
Meketa’s new RIA-focused private investment platform has a new capital partner, while Cetera and Snowden Lane both announced deals and SEIA hired a new head of wealth transfer.
