May 08, 2024 |

MAI Capital Acquisition, NYSTRS Invests $900M, Newest Investment RFPs


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About The Episode

Join Konch and Matt Marino in this episode as they navigate the dynamic landscape of financial industry changes. Discover significant career moves with Scott Cha-Choe's new role at Commonwealth Business Bank and Ryan Roffina's shift to D.A. Davison Companies. The discussion then explores major mergers and acquisitions, such as MAI Capital Management's integration of Harbor Wealth Management, and Rockefeller Capital Management's recruitment of a top-tier private wealth team from Morgan Stanley.

Additionally, the episode dives into institutional investment trends with highlights on various consultant searches and fund commitments by prominent pension funds, including the Norfolk County Retirement System and the San Bernardino County Employee Retirement Association. Tune in for an insightful update on how these developments are reshaping the world of financial management and investment.