Wealth and Asset Management
Pathstone Announces the Acquisition of WaterOak's Investment Advisory and Wealth Management Business
Pathstone has announced it entered into an agreement to acquire certain assets of Eaton Vance WaterOak Advisors. WaterOak, based in Winter Park, Florida, provides institutional and private wealth clients with custom investment solutions that leverage WaterOak's thoughtful, technology-driven approach. WaterOak advises on approximately $3 billion in assets, bringing Pathstone's total…
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