A Merrill Lynch team from the firm’s elite ultrahigh net-worth unit has bolted to launch its own firm on the Dynasty Financial Partners platform.
Matthew Celenza, two other longtime team members with Merrill’s Private Banking and Investment Group, and a fourth colleague have opened Boulevard Family Wealth in Beverly Hills, California, their new partner announced Tuesday. The team had managed $1 billion in client assets at Merrill, according to Dynasty.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access