TORRANCE, Calif. -- Wealth Partners Capital Group, a newly-formed RIA aggregator, is taking a triumvirate, divide-and-conquer, approach to mergers and acquisitions.
Founded earlier this year by John Copeland, Rich Gill and Sean Bresnan, the executive team that ran the highly successful wealth management division of Affiliated Managers Group, Wealth Partners will pursue small and mid-sized RIAs across the country via three regional firms it has already taken positions in.
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