Kestra Scores $600M NYC Firm
"Affluent clients are looking beyond public equities and public fixed income for access to things like private credit and private equity, and Kestra has done an excellent job creating healthy access, with due diligence, to that market,” explained Elie Borger. "And there’s a focus on an ensemble practice as an independent enterprise. Our partnership with Kestra has immediately supported the growth of our practice as an enterprise, as opposed to an individual book of business or even the ownership."
WealthManagement.com, March 28, 2024
