The Colony Group Adds 5 Connectus Wealth Units

Career Moves June 03, 2024 at 02:32 PM
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What You Need To Know

  • The groups making the move have a total of $5.3 billion in AUM.
  • Connectus advisors and clients joining Colony gain access to Colony's open architecture investment platform and in-house tax planning.
  • In a separate move, the NorthCoast Asset Management business line of Connectus Wealth Advisers joined Kovitz, another Focus Financial partner firm.
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