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Meet the RIA: Summit Trail Advisors
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- 13 mins 35 secs
Managing Partner Jack Petersen discusses the unique needs of the UHNW client base, his manager selection process and the symbiotic relationship between firm growth and client satisfaction.
Channel:
RIA TV

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RIA News: Mercer Advisors Acquires $630 Million Wealth Management Firm in Charlotte
October 20, 2023
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