Ali Hibbs on Muck Rack

Ali Hibbs

Verified
Brooklyn
As seen in: Markets Group, Informa, Wealth Management, AdvisorHub, The Spotlight, Metroland Media Group, The Daily Upside, BISA Portfolio, The Canada Finance Journal
Seeker of truth, maker of trouble, reader of books, compulsive autodidact and aspiring bodhisattva.🦋 Senior Reporter, Markets Group.

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Articles

Trio of Focus RIAs Merge to Create $10B Firm

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By Ali Hibbs Verified
| AdvisorHub Verified
Trio of Focus RIAs Merge to Create $10B Firm by Ali Hibbs (L-R) Kevin Burns, Mark Dupont, Jim Betzig and David Waddell. A trio of RIAs owned by Focus Financial have merged into a single firm with more than $10 billion under management, according to an announcement on Thursday.
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Clearstead Adds Philly Practice Managing $2.6 Billion at MyCIO

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By Ali Hibbs Verified
| AdvisorHub Verified
Clearstead Adds Philly Practice Managing $2.6 Billion at MyCIO by Ali Hibbs Brad Knapp, president and chief executive of Clearstead Advisors. Clearstead Advisors, a Cleveland-based RIA overseeing around $68 billion in client assets, acquired a practice in Philadelphia that was managing about $2.6 billion, according to an announcement on Wednesday. Led by Paul J.
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EP Wealth Scoops Up $900M Silicon Valley RIA

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By Ali Hibbs Verified
| AdvisorHub Verified
EP Wealth Scoops Up $900M Silicon Valley RIA by Ali Hibbs Erin Whalen (L) and Mark Duvall have sold their Menlo Park RIA to EP Wealth. EP Wealth Advisors, a $44 billion fee-only RIA based in Los Angeles, acquired a California firm with around $900 million in assets, according to an announcement on Tuesday. Menlo Park-based Opes Wealth Management was founded in 2005 by former Wells Fargo advisor Mark T. Duvall, who runs the practice along with Erin Whalen, according to the announcement.
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