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Our Partners
Bolan Capital Management Joins MAI Capital Management

Bolan Capital Management Joins MAI Capital Management

by Katie Copeland | Sep 30, 2024 | MAI

True North Advisors Expands Texas Presence with Acquisition of Clear Rock Advisors

True North Advisors Expands Texas Presence with Acquisition of Clear Rock Advisors

by Katie Copeland | Sep 19, 2024 | True North

EP Wealth Advisors Continues National Expansion With Acquisition of Atlanta-Based CornerCap Investment Counsel

EP Wealth Advisors Continues National Expansion With Acquisition of Atlanta-Based CornerCap Investment Counsel

by Katie Copeland | Sep 17, 2024 | EP

Bolan Capital Management Joins MAI Capital Management

Exclusive: Rick Buoncore to step back as managing partner of $23.6bn MAI

by Katie Copeland | Aug 28, 2024 | MAI

Merit Financial Advisors Partners with Kizer & Associates to Expand Its Presence in the Midwest

Merit Financial Advisors Partners with Kizer & Associates to Expand Its Presence in the Midwest

by Katie Copeland | Aug 19, 2024 | Merit

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