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Est. 2026The front page of wealth managementNew York

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Moves

People moves: Oxford, Fiduciary Trust, and BMO add regional leaders

Image: InvestmentNews

Incoming veterans from Goldman, Northern Trust, and Baker Tilly are arriving to serve ultra-high-net-worth clients in New York, LA and Milwaukee

Summary as published by InvestmentNews
Financial ADVSRRead our full story: Oxford Financial adds former Goldman wealth adviser Eric Lipkind in New York →
Read the full story at InvestmentNews →

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