See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The transition comes with other senior level changes, including Scott Curtis taking over as COO and Tash Elwyn succeeding him as head of the private client group.
Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’
