RIA moves: Focus integrates Kovitz, Rothschild acquires Windgate in Chicago shakeup
Focus Partners Wealth is integrating key operations of Kovitz Investment Group, while Rothschild Wealth Partners has acquired Windgate Wealth Management. Focus Financial Partners disclosed that Chicago-headquartered Kovitz Investment Group is moving the majority of its business into Focus Partners Wealth which is expected to add approximately $35 billion in client…
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