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FUNDRAISING NEWS | October 10, 2024
Tags: RIA, RIA Moves, Mergers / Acquisitions
San Francisco-based independent RIA Robertson Stephens Wealth Management has acquired CAFG Private Wealth of North Barrington, IL, adding over $240M to the firm’s now $7B in total assets under management.
In an October 8 press release, Robertson Stephens said CAFG is a four-person team led by founder and Managing Director Tom Chernesky, accompanied by wealth advisor John Dorn, client service coordinator Megan Mikusa, and operations manager Dan Zarzynski.
The acquisition is Robertson Stephens’ fifth for the year, establishing its first office within the greater Chicago area. To date, the firm has 24 office locations across 13 states.
View the press release here: https://rscapital.com/2024/10/08/robertson-stephens-opens-1st-office-in-greater-chicago-area-hits-7-billion-in-aum/
Written By: Dakota
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