News, Comment & Analysis results for Eagle Ridge Investment Management
Summary Of North American Senior Moves In Wealth Management – May 2026
A roundup of moves, appointments and personnel shifts in the North American market.
Who's Moving Where In Wealth Management? – Carnegie Investment Counsel, Quarles & Brady
The latest senior appointments, moves, and personnel changes in North American wealth management.
Deals Of The Day: The Latest In Wealth Management M&A – Carnegie, AHL, Raymond James, Beacon Pointe Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025
Among the larger deals was the Corient transaction for Geller's family office business, an
Carnegie Gains $1.3 Billion AuM With Eagle Ridge Acquisition
The two advisory firms partner to expand services and deliver targeted investment solutions.