February 23, 2024 |

Pathstone & Crestone Merge, New Faces at American University & BMO, Investment Strategies + Searches

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About The Episode

In this  episode, join Pat and Konch as they navigate through a series of pivotal job changes and significant mergers in the financial sector. We spotlight Mark Newcomb’s new role at American University, Maarten Jansen’s transition to BMO, and Ayushi Patel’s move to TD, highlighting the strategic shifts across both institutional and private wealth channels. The episode also features an in-depth look at Pathstone’s acquisition of Crestone Capital, marking a significant expansion with over $100 billion under management. Additionally, we explore Stifel’s addition of Columbia Crest Financial Advisors and Cetera Financial Group’s welcoming of Regal Wealth Advisors, further illustrating the dynamic nature of RIA and FA mergers and acquisitions. On the institutional side, we cover Boston Retirement’s and NY State Deferred Compensation Plan’s latest searches, alongside Oklahoma TRS’s 2024 commitment plan, providing a lens into the evolving investment strategies and priorities.