DakotaLogo2024
DakotaLogo2024
Book a Demo
Book A Demo

FUNDRAISING NEWS | January 07, 2025

Kestra Nabs $400M Virginia Team Campus Private Wealth from Merrill

Tags: Personnel, Financial Advisor Move

Kestra Private Wealth Services announced that Arlington, VA-based RIA Campus Private Wealth and its $400M in client assets under management, have joined its platform.

Led by founders Bill Milby and Jason Linder, Campus Private Wealth specializes in high-end generational wealth management. The pair, along with client services director Julia Madden, bring nearly 60 years of collective experience. In a statement, Milby said one driver of the move was the desire to transition the firm, previously affiliated with Merrilly Lynch, to an independent model.

New call-to-action

Written By: Dakota

logo-1

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy