Cetera acquires a $250 million New York-based RIA; Corient snags an ultra-high-net-worth Pittsburgh advisory; and two Arizona-based advisors seek independence by moving to LPL’s RIA platform.
Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size over the past two years to more than 100 professionals.
CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set the stage for long-term organic growth.
The current Wealth Management Head will take over as president of Kestra Financial in April, succeeding Stephen Langlois, who will stay on as a senior advisor to aid in the transition before retiring.
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