Cerity Partners Acquires 2 Advisory Firms With $2.3 Billion
The New York-based firm enters the North Carolina market and expands its presence in Southern California with the deals.
Waypoint Capital Partners LLC
Waypoint Capital Partners LLC is a national financial advisory firm headquartered in Stamford, CT. The firm has $256.5 million under management.The firm caters to 6 clients of varying types.
Fairview Capital Partners LLC
Fairview Capital Partners LLC is a national financial advisory firm headquartered in West Hartford, CT. The firm has $2.7 billion under management.The firm caters to 26 clients of varying types, but ...