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.
The $1.5 billion firm launched its 1099 platform earlier this month after months of preparation. WhiteCliff Wealth Management CEO Robert Seiden is the first advisor to come on board.
Armitage, who was laid off from Thrivent as part of a larger reorganization of the wealth management business, will bring her expertise to wealth management CEOs.