AMG Wealth Acquires Equity Stake in Clarfeld Financial Advisors
Palm Beach-based AMG has acquired an equity interest in Clarfeld, based in New York and with a presence in London.
AMG Wealth Nabs Veritable Equity Stake in Big Succession Planning Deal
AMG Wealth Partners President John Copeland says Veritable managers who have made long-term commitments to their firm will hold a significant equity interest in the business.
New Hire Roundup: BlackRock Adds Keeley, Copeland Joins AMG
This week in new hires, Terry Keeley joined BlackRock as head of the firm’s official institutions group and John Copeland came to AMG to head up a new subsidiary...