Parsippany-based Summit Financial Holdings and N.Y.-based Merchant Investment Management will together acquire Fieldpoint Private‘s investment advisory unit, establishing a partnership that will ...
Summit Financial Holdings LLC, a registered investment advisor headquartered in Parsippany, N.J., and Merchant Investment Management, a New York City-based private investment partnership, have jointly ...
Wealth managers who had agreed to a major M&A deal, recruiting move and strategic partnership have dialed it back to a simple collaboration after a slew of financial advisor exits. Processing Content ...
Summit Financial Holdings, which is backed by minority owner Merchant Investment Management, will grow above $12 billion in assets through a major acquisition. The photo displays Summit's headquarters ...
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