Asset Management

Mercer Advisors Entering Bend, Oregon Market By Onboarding Advisors With Over $200 Million

By Amit Chowdhry ● Jan 10, 2025

Mercer Global Advisors - a national Registered Investment Adviser (RIA) - announced it welcomes two distinct financial advisors –Dave Stuehling and John Swanson. Stuehling and Swanson are based in Bend, Oregon, giving Mercer Advisors a strategic presence in one of the nation’s fastest-growing cities.

Orion Names Arun Anur As Chief Operating Officer

By Amit Chowdhry ● Jan 10, 2025

Orion, a provider of transformative wealth technology solutions for financial advisors and enterprise firms that serve them, announced the appointment of Arun Anur as Chief Operating Officer. Anur is responsible for Orion’s client experience delivery in this role, including service, operations, data reconciliation, and onboarding.

EP Wealth Advisors Acquiring $1.6 Billion Advisory Firm Executive Wealth Management

By Amit Chowdhry ● Jan 9, 2025

EP Wealth Advisors - a leading fee-only registered investment adviser (RIA) with a growing national footprint - has announced the acquisition of Executive Wealth Management (EWM) in Michigan. This partnership establishes EP Wealth’s first offices in Michigan. It strengthens the firm’s presence in the Midwest while adding approximately $1.6 billion in assets under management (AUM) and bringing EP’s total AUM to over $31 billion.

Mercer Advisors Expanding In Georgia By Acquiring Edward Vance Investment Management

By Amit Chowdhry ● Jan 9, 2025

Mercer Global Advisors - a national Registered Investment Adviser (RIA) - announced the acquisition of Edward Vance Investment Management, an investment advisory and financial planning firm. This acquisition strengthens Mercer Advisors’ presence in Georgia, where Mercer Advisors has grown client assets from about $550 million in 2017 to over $4.5 billion now.

Crestline Investors: $1 Billion Middle Market CLO Closed

By Amit Chowdhry ● Jan 9, 2025

Crestline Investors - a global alternative investment manager - announced that it has closed Crestline Direct Lending CLO I, LLC, a $1 billion collateralized loan obligation (Crestline CLO). And this CLO represents one of the most significant new issue middle-market CLOs of 2024, which reaffirms Crestline’s position and expertise within middle-market direct lending.

Alto Securities: Interview With President & CEO Scott Harrigan About The Alternatives Investment Platform

By Amit Chowdhry ● Jan 9, 2025

Alto Securities is a company that has developed a holistic alternatives investment platform empowering individual investors to diversify their portfolios by investing in alternative assets that have long been enjoyed by professional investors. Pulse 2.0 interviewed Alto Securities President and CEO Scott Harrigan to learn more about the company.

Sixth Street To Manage $13 Billion Of Northwestern Mutual’s Assets

By Amit Chowdhry ● Jan 9, 2025

Northwestern Mutual (a leading financial services provider of insurance and wealth products) and Sixth Street (a leading global investment firm) announced a new strategic partnership to support Northwestern Mutual’s long-term and diversified investment strategy for its institutional investment portfolios, which total over $320 billion. Under this partnership, Sixth Street will manage $13 billion of assets for Northwestern Mutual with the potential to scale. As part of the deal, Northwestern Mutual will acquire a minority equity interest in Sixth Street.

Nassau Financial Group Receiving $200 Million Minority Equity Investment From Golub

By Amit Chowdhry ● Jan 9, 2025

Nassau Financial Group (a leading provider of fixed annuities and asset management) and Golub Capital (a market-leading direct lender and experienced credit asset manager) have closed on their previously announced strategic partnership after satisfaction of closing conditions.

Springline: Interview With CEO Tim Brackney About The Business Advisory Firm

By Amit Chowdhry ● Jan 9, 2025

Springline Advisory is a financial and business advisory firm dedicated to reshaping the accounting and advisory landscape. Pulse 2.0 interviewed Springline Advisory CEO Tim Brackney to learn more about the firm.