Advisory services for institutions

Search documents
Greenspring, Wealthstream Merge to Create $10B Employee-Owned Firm
Yahoo Financeยท 2025-10-06 20:22
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Two RIAs in Maryland and New York City are joining forces to create an employee-owned firm with over $4 billion in managed private client assets. In an interview with WealthManagement.com, Greenspring Advisors co-founder Pat Collins and Wealthstream Advisors founder Michael Goodman emphasized the importance of keeping the new firm under the ownership of its employees. The deal makes the ...