M and A
Deals Of The Day: The Latest In Wealth Management M&A – DayMark Wealth Partners, Dynasty
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
DayMark Wealth Partners, Dynasty
DayMark Wealth
Partners, an RIA with $3.8 billion for its mostly private
clients, has added a Florida-based team that had previously
managed $350 million.
The team is led by managing partners Steve Rowe and Emily Rowe. It establishes DayMark’s Southeast Florida presence with offices in Fort Lauderdale and Stuart.
Joiners include managing partner Victoria Ricker, MP Patrick Strader, executive director of client relations Shayne Cullen, and director of client relations Madison Landoli.
Apart from Ricker, formerly an advisor with Janney Montgomery, the team members had been with Wells Fargo and FiNet.
DayMark, headquartered in Cincinnati, Ohio, was founded in 2022 and is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms. It has grown via acquisitions in Illinois, Ohio, Connecticut and Utah.
