Less than six months after hanging out a new shingle, Scott Highmark can already lay claim to $500 million in assets under management at Mosaic Family Wealth.
The money comes from clients that he and his partner, Larry Shikles, worked with at Morgan Stanley before they left in February. Our legacy business was not subject to any non-compete clauses, Highmark explains. We were able to take many, if not all, of our clients.
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