Announced
Synopsis
AlphaCore, a wealth advisory firm, agreed to merge with Callan Capital, an investment management firm. Financial terms were not disclosed. “This merger is a natural evolution of our long-standing relationship with Callan Capital. I believe that Trevor, Tim, and Ryan bring exceptional leadership and expertise, strengthening our ability to serve wealthy families and deliver a full suite of family office services," Dick Pfister, AlphaCore CEO and Founder.
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