FUNDRAISING NEWS | December 11, 2024
Tags: Personnel, Financial Advisor Move
Periscope Wealth Partners announced that it has added advisors Benjamin Nir and Gavroche Gelin, formerly with Equitable Advisors.
Nir has been an advisor since January 2021, beginning his career at Equitable, while Gelin brings over a decade of financial services experience going back to AXA Advisors in 2011. Both will operate out of Periscope’s New York location.
The now 11-person RIA team said it manages nearly $1B in aggregate client assets.
Written By: Dakota
LPL Scores $630M NJ Team from Corebridge
February 11, 2025
Ameriprise Nabs $130M Metro Sacramento Advisor from LPL
February 11, 2025
Bryn Mawr Trust Lands Doylestown (PA) Team from Truist
February 10, 2025
$200M NewSpring Wealth Joins Sanctuary Wealth from UBS
February 10, 2025
Wells Fargo Nabs $1.6B Metro LA Broadleaf Wealth Team from UBS
February 10, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy