WealthManagement Edge

The $4 billion AUM firm now has 11 offices across the nation.

Private equity participation picked up after a 2023 dip, five deals involving over $20 billion in assets were announced and a couple of new names appeared on the list of top buyers.

The Denver-based outsourced family office tapped Tom Riley to lead portfolio management as part of a growth strategy targeting bank breakaways.

Fidelity says deals are down 29% from a year ago, but the amount of assets transacted rose by nearly the same percentage.

From Telemus Capital, Matt Dmytryszyn's resume spans 20 years as a research analyst for LaSalle Street, Russell Investments and Piper Jaffray.

Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.