Articles tagged "Banyan Partners"
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A maverick RIA and a bank walked into a bar in 2006, 2011 and 2014. It's all settling out in a 2018 M&A & spin-off pub crawl
Boston Private lets a $9-billion RIA buy itself back to free up cash to be used to roll up more bank-minded wealth managers this time around and Peter Raimondi is back in the game
May 14, 2018 at 8:05 PM
Non-competed out of starting another RIA (for now), Peter Raimondi becomes an M&A guy 18 months after the giant Banyan merger
Raimondi, a maverick who is now a staffer at Gladstone Associates, gives his side about a rumored culture clash after his roll-up was rolled up by another
October 3, 2016 at 5:54 PM
After lassoing Banyan and Silver Bridge talent, Ropes & Gray launches $2.7 billion RIA to extend its legal brand to financial advice
The 150-year-old white shoe, which counseled Mitt Romney on financial matters, is unshackled to advise as Ropes Wealth Advisors
March 12, 2015 at 5:58 PM
As Boston Private and Banyan Partners merge, the Big Three roll-ups become the Big Four
Banyan's Peter Raimondi will lead the combined entity that could morph into a fearsome acquirer