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Acquistions affecting the employee benefits and retirement space are barreling onward, a veritable M&A tsunami. But we’re also seeing more executive retirement announcements, as well as some interesting collaborations and partnerships.
Wealthspire Advisors has agreed to acquire Private Ocean, a fiduciary wealth management firm with $2.7 billion in assets. Founded in 2009, Private Ocean is the combination of two of the oldest privately-held wealth management firms in the San Francisco Bay Area – Salient Wealth Management and Friedman & Associates. Greg Friedman, CEO and Founder of Private Ocean was honored by BenefitsPRO’s sister publication, ThinkAdvisor, in their Class of 2021 LUMINARIES.
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C.J. Marwitz is the editor for the retirement industry audience and a digital managing editor at BenefitsPRO. She is currently considering pitches for unpublished contributed content related to the employer-sponsored retirement plan arena. A former technology editor, advertising copywriter, and academic advisor, Marwitz is the mother of three and walker/stick-thrower/treat-giver to an orange-and-white Welsh Corgi named Leeloo Dallas Multipass.
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