Financial advisory firm extends acquisition streak
A Richmond-based wealth management firm looked eastward for its latest acquisition. Cary Street Partners on June 30 absorbed Virginia Beach-based Waypoint Advisors, giving the firm its first presence in Hampton Roads. Joe Schmuckler, CEO of Cary Street Partners, said the …
wealthmanagement.com: Cary Street Acquires $215 Million AUM Waypoint Advisors
Cary Street will merge with Waypoint Advisors, creating a combined firm with $4 billion in client assets. Cary Street Partners, the wealth management arm of Cary Street Partners Financial based in Richmond, Va., has acquired Waypoint Advisors, a Virginia Beach, …
Richmond Times Dispatch: Richmond-based Cary Street Partners agrees to acquire Virginia Beach-based investment advisory firm
The Richmond-based wealth management firm Cary Street Partners is acquiring a Virginia Beach-based investment advisory firm. Cary Street Partners said Tuesday it has entered into a definitive agreement to acquire independent registered investment advisor Waypoint Advisors. Founded in 2001, Waypoint …
Waypoint Advisors to Join Cary Street Partners
Cary Street Partners today announced that the firm has entered into a definitive agreement to acquire Virginia Beach, VA based independent registered investment advisor Waypoint Advisors. Founded in 2001, Waypoint Advisors serves high net worth clients and foundations across the …
Cary Street Partners Unifying Under Single Brand
Richmond, VA — Cary Street Partners today announced the firm has formally changed the name of its holding company to Cary Street Partners Financial LLC from Luxon Financial LLC. In addition to the holding company, the asset management and wealth …
Top Guns Manager of the Decade Awarded to Tradition Asset Management
Summit, New Jersey – Tradition Asset Management today announced that it has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. Read More …
Jeffrey L. Burgess Joins Cary Street Partners in Johnson City, Tennessee
Johnson City, Tennessee – Cary Street Partners today announced that Jeffrey L. Burgess has joined the firm as a Financial Advisor in its Johnson City, Tennessee office. Burgess has over two decades of financial services industry experience. At Cary Street …
Diane L. Sobin Joins Tradition Asset Management as Managing Director
Summit, New Jersey – Tradition Asset Management today announced that Diane L. Sobin, CFA has joined the firm as a Managing Director and member of Tradition’s Investment Committee. She brings her extensive capability working with research teams and portfolio managers …
Luxon and Ducera Announce Strategic Alliance
Luxon Financial LLC, parent of Richmond, Virginia based wealth advisor Cary Street Partners, and Ducera, a New York City based independent investment bank, have announced a strategic alliance to drive business for both firms. Read More …
