Wealth and Asset Management
$4.5 Billion Private Banking Team Chooses Independence with Fidelis Capital to Solve Complex Issues for UHNW Clients
Fidelis Capital has announced that one of the largest wealth management teams in the Mid-Atlantic region formerly with Bank of America Private Bank has joined the independent firm as partners. The team, which advises on more than $4.5 billion in client assets, was frustrated by the constant turnover and inability…
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