Cary Street Partners to Acquire Bank’s $1.6bn RIA Arm

Cary Street Partners in Richmond, Va. revealed that it has struck a deal to acquire Dixon, Hubard, Feinour & Brown, a $1.6bn RIA subsidiary of publicly traded Atlantic Union Bank. Simultaneously, Atlantic Union Bank will take a minority stake in …

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Cary Street Partners is Acquiring Atlantic Union Bank’s Dixon, Hubard, Feinour & Brown Registered Investment Advisory Arm

An acquisition-hungry downtown investment firm has looked to Richmond’s biggest locally based bank for its next play in Virginia and its biggest deal ever. Read Full Article   …

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Cary Street Partners to Acquire RIA Business from Atlantic Union Bank – Atlantic Union Bankshares Corporation to Become a Strategic Investor in Cary Street Partners

RICHMOND, Va. – BUSINESS WIRE – Cary Street Partners announced it has agreed to acquire Dixon, Hubard, Feinour & Brown, Inc. (“DHFB”) from Atlantic Union Bank, a wholly owned subsidiary of Atlantic Union Bankshares Corporation. Founded in 1981, DHFB is …

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Richmond firm acquires National Wealth Management

Cary Street Partners of Richmond, Va., is expanding further in the Garden State market with its acquisition of Florham Park-based National Wealth Management. Terms of the transaction, which closed on April 15, were not immediately disclosed. The combined firms will …

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National Wealth Management to Join Cary Street Partners – Further Expands Cary Street Partners’ New Jersey Presence

RICHMOND, Va.–BUSINESS WIRE–Cary Street Partners today announced the firm has acquired Florham Park, NJ based National Wealth Management, an SEC Registered Investment Adviser. Founded in 2005, National Wealth Management provides high net worth individuals and families with comprehensive fee- based …

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Check out Chief Investment Officer, Tom Herrick’s quote regarding our ETF launch with Fairlead Strategies

March 23, 2022 — Fairlead Strategies launched its first investable product on the NYSE today, offering advisors a new approach to gaining strategic U.S. large-cap equity exposure backed by technical analysis. Read More …

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First Generation Investors Richmond Chapter Helps Shape the Next Generation

As sponsors of the First Generation Investors chapter at the University of Richmond, Cary Street Partners is able to work towards FGI’s mission of empowering the younger generation with financial literacy along with the incredible volunteer tutors at the university. …

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Congratulations to CSP Recent Promotions

Please join us in congratulating the following employees on their recent promotions. We appreciate the impact they have on the firm and look forward to their ongoing success. Walter D. Bayne President, Managing Director Wesley H. Gallup, CFP® Chief Operating …

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Cary Street Partners Taps Leadership for Summit, New Jersey, Welcomes Robert J. Comizio

RICHMOND, Va.–(BUSINESS WIRE)–Cary Street Partners today announced that Robert J. Comizio has joined the firm as Portfolio Manager, Branch Officer Manager, Managing Director of its Summit, New Jersey office. His appointment adds considerable experience and depth to the branch management …

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