Captrust Financial Consultants has expanded its New York presence with a pair of high-profile acquisitions, securing a pair of wealth management firms based on Long Island. The combined deal marks a significant move in the firm’s push to bolster its client base and regional footprint in the Northeast. Industry observers note the acquisitions could strengthen Captrust’s ability to serve affluent clients in a competitive market. Details on the financial terms and future integration plans remain under wraps.
Captrust adds $1.2B Long Island duo in New York double deal InvestmentNews
