Moneta Merges $450M Everland Sandry Team to Strengthen Denver Presence
April 4, 2023
Moneta Group Investment Advisors announced the merger of the Everland Sandry advisory team (Jaye Everland and Jason Sandry), bringing $450 million in AUM to Moneta’s Cherry Creek (Denver) office and raising Moneta’s total AUM to roughly $31 billion. The move expands Moneta’s footprint in Denver as part of its ongoing national growth and advisor-merger strategy.
- Buyers
- Moneta Group Investment Advisors, LLC
- Targets
- Everland Sandry Team (Jaye Everland & Jason Sandry)
- Industry
- Wealth Management
- Location
- Colorado, United States
- Transaction Type
- Buyout
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