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AMG's deal for $7-billion myCIO will give it $32 billion of AUM and its 12-billionth dollar of acquired assets in 2015

The RIA founded in 2005 made out of spare parts of E&Y and PWC needed a blue chip succession plan from the Beverly, Mass. asset management roll-up

Author Brooke Southall July 20, 2015 at 10:01 PM
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John Copeland: We hope to bring a permanence to these boutique firms.

John Furey

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John Copeland

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David Lees



Related Moves

September 21, 2023 at 1:53 AM


Mentioned in this article:

Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey



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