2023年6月26日

新聞分享這篇文章分享這篇文章提供的紐約,6月26日,2023年移民從合作夥伴(EP)宣布了一項戰略,棄權的少數MONECO投資顧問(“MONECO”),第三次直接投資在2023年擴大EP的當前共有21個平台投資組合。MONECO是一個獨立的財富管理業務總部位於費爾菲爾德,CT管理超過1.5美元的管理資產2300多個客戶。EP的夥伴關係將為MONECO提供資本和戰略資源來支持公司下一階段的增長。“我們正興奮地歡迎MONECO團隊移民夥伴網絡。MONECO客戶機和community-centric分化模型,顧問合作平台,和有機增長引擎非常引人注目。我們徹底的印象與MONECO的領導團隊和他們很好地定位為未來的增長在紐約停課”首席執行官和總裁珍妮Souza說移民夥伴。MONECO管理合夥人查理•洛克說:“當尋找資本的合作夥伴,我們決心找到一個團隊,共享我們的承諾,我們的文化中,客戶、顧問和工作人員。EP的符合我們的視野讓我們保持我們的核心使命的“客戶第一,總是”,同時提供我們規模位置我們公司長期成功通過有機和無機增長。我們期待著我們共同的未來。”"We feel the industry is undergoing massive change in how firms are structured to foster multigenerational relationships with clients. In partnering with EP, we are creating a new ecosystem to provide smooth succession planning while also developing the next generation of advisor to become equity partners." added Derrek Metz, a Managing Partner at MONECO. "By solving the equity question, we can all focus on what matters most: serving our clients both now and well into the future." Republic Capital Group served as MONECO's exclusive financial advisor. Finn Dixon & Herling LLP served as MONECO's legal counsel. MONECO Advisors, LLC MONECO Advisors was founded in 1980 at a time when transactions ruled, and clients' best interests were often lost in the shuffle. Since its inception, the team at MONECO always felt that clients deserved more. The firm was built to provide a truly client centric approach: In-depth financial planning that puts each client's needs, priorities, and goals at the center of its relationships. The MONECO team is headquartered in Fairfield County, CT with offices in Connecticut, New Jersey, and Rhode Island. For more information, visit www.monecoadvisors.com Emigrant Partners, LLC Emigrant Partners is a specialist capital and advice partner that makes minority, non-voting investments into wealth and alternative asset management businesses. EP is currently partnered with 21 firms overseeing more than $90 billion in aggregate AUM and AUA. EP crafts tailored, flexible solutions for each of its partner firms, and critically, allows partner firms to retain control over their strategy, investment decisions, and day-to-day operations. EP is owned by Emigrant Bank. Howard Milstein and Barry Friedberg are Chairman and Co-Chairman of Emigrant Bank. More information is available at www.emigrantpartners.com . Media Contacts: