AlphaCore Wealth Advisory Acquires Magnolia Lane Financial Advisors
January 1, 2023
AlphaCore Wealth Advisory, a San Diego–based wealth advisory firm, has acquired Greenwich-based Magnolia Lane Financial Advisors and will open its first East Coast offices in Greenwich, CT and Hilton Head, SC. Magnolia Lane founder Eric Gerster joins AlphaCore as Chief Investment Strategist to help lead the firm's East Coast expansion and investment strategy offerings.
- Buyers
- AlphaCore Wealth Advisory
- Targets
- Magnolia Lane Financial Advisors
- Industry
- Financial Services
- Location
- Connecticut, United States
- Transaction Type
- Buyout
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