| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Pennsylvania Trust
Pennsylvania Trust provides wealth management solutions for individuals, familie…
|
2020-03-01 | Acquisition | Complete | — | Deal → |
| 2 |
Athena Capital Advisors
Athena Capital Advisors is an independent investment advisor and wealth manageme…
|
2020-01-07 | Acquisition | Complete | $6.0B | Deal → |