Corient Acquires $600M Pittsburgh-area RIA Rootstock

Corient Private Wealth announced its acquisition of Sewickley, PA-based Rootstock Advisors, adding approximately $600M in client assets and expanding its presence in the greater Pittsburgh market.

Founded in 2013, Rootstock is led by President Greg Simpson and caters to ultra-high-net-worth individuals and families. The firm provides family office services, investment management, philanthropic strategy, and wealth planning services.

While Corient’s Canadian parent CI FInancial is in the process of being acquired and taken private by Mubadala Capital, it has continued to do deals, with Rootstock its third since the CI-Mubadala announcement. It most recently announced on January 20 the acquisition of New York City multifamily office Geller & Company, adding $10.4B in client assets.

Written By: Dakota

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Corient Acquires $600M Pittsburgh-area RIA Rootstock

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