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FUNDRAISING NEWS | October 31, 2024
Tags: RIA, Mergers / Acquisitions
MONECO Advisors has expanded its wealth management practice in Westchester County, NY, after acquiring two practices that had been affiliated with the $12.8B Independent Advisor Alliance.
LPL-affiliated MONECO has acquired the three-person team of Rightirement Wealth Partners and veteran advisor Al Hodys, formerly of RWP Capital. Rightirement is composed of advisors Byrke Sestok, Bill Brancaccio, and Vern Hayden. The Rightirement team manages approximately $120M in assets, according to a CityWire report.
MONECO is backed by Emigrant Partners, which took a minority stake in the Harrison, NY-based RIA in June 2023.
Sources:
https://static.fmgsuite.com/media/documents/5dcc3b1c-706e-4e51-b08a-fcbfbac7c11a.pdf
https://static.fmgsuite.com/media/documents/1a97b32f-e9c8-46d7-9a88-ff08da5373f4.pdf
Written By: Dakota
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