Associated tags: Financial services, Sale, Trust, Incap, OH, Sailor, Culture, Garden, PLF, Character, RIA, Ink and Incapability, Oil
Locations: PENNSYLVANIA, MARYLAND, NEW YORK, DAKOTA, RICHMOND, VIRGINIA, PHILADELPHIA, BETHANY, BALTIMORE, PALM BEACH GARDENS, FLORIDA
Retrieved on:
Thursday, January 26, 2023
BALTIMORE, Jan. 26, 2023 /PRNewswire-PRWeb/ -- InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to have represented McGervey Wealth Management in its sale to Mariner Wealth Advisors.
Key Points:
- BALTIMORE, Jan. 26, 2023 /PRNewswire-PRWeb/ -- InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to have represented McGervey Wealth Management in its sale to Mariner Wealth Advisors.
- Established in 2009, McGervey Wealth Management is an independent wealth management firm based in Canton, OH.
- McGervey Wealth provides comprehensive wealth and investment management services to individual and high net worth clients with a total of $110 million in assets under management.
- The firm's founder, Mike McGervey leads the firm and shares client management responsibilities with his sons, Michael and Matthew McGervey.
Retrieved on:
Wednesday, February 9, 2022
Industry,
Growth,
Garden,
Sale,
Foundation,
Risk,
PLF,
Character,
RIA,
Ink and Incapability,
Financial services,
Oil BALTIMORE, Feb. 9, 2022 /PRNewswire-PRWeb/ --InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to have represented Pineno Levin & Ford Asset Management, Inc. in its sale to Dakota Wealth Management.
Key Points:
- BALTIMORE, Feb. 9, 2022 /PRNewswire-PRWeb/ --InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to have represented Pineno Levin & Ford Asset Management, Inc. in its sale to Dakota Wealth Management.
- Established in 1994, Pineno Levin & Ford Asset Management, Inc. ("PLF") is an independent wealth advisory firm serving high-net-worth individuals, estates, families, foundations, endowments, and both corporate and individual retirement plans.
- Dakota Wealth Management ("Dakota") was established in 2018 by industry icon Peter Raimondi and a handpicked management team to provide a differentiated offering in the RIA space.
- We have strong expertise in the asset management, wealth management, securities brokerage and related industries.
PHILADELPHIA, Aug. 7, 2020 /PRNewswire-PRWeb/ --InCap Group, Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to announce that Brian Lauzon, CFA has joined the firm as managing director.
Key Points:
- PHILADELPHIA, Aug. 7, 2020 /PRNewswire-PRWeb/ --InCap Group, Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to announce that Brian Lauzon, CFA has joined the firm as managing director.
- Currently serving as president of the CFA Society of Philadelphia, Brian has been an active volunteer with the CFA Institute, both nationally and globally for over fifteen years.
- Most recently, he served on a CFA Institute working group focused on the private wealth management industry.
- Founded in 2006, InCap Group, Inc. ("InCap") is a leading boutique investment bank focused on M&A in the financial services industry.
