Announced
Completed
Synopsis
Steward Partners, a full-service independent investment adviser, completed the acquisition of Umpqua Investments, a wealth management business. Financial terms were not disclosed. "Building out our presence on the West Coast has always been key to our growth plans and our goal of a national presence. The acquisition of Umpqua Investments' wealth management business is an important step in this direction and as we welcome our new partners to the Steward Partners family, we will continue to build our momentum on the West Coast well into the future," James Gold, Steward Partners Global Advisory CEO.
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