With Blockbuster Ohio Hire, DayMark Wealth Partners Surpasses $6B in Assets
DayMark Wealth Partners (“DayMark”) today announced that Rex Mack, CFP®, Patrick Petsche, Vince Costanzo, and Anthony Costanzo joined the firm. Formerly with Morgan Stanley, the team specializes in multigenerational wealth management planning that addresses family dynamics and legacy goals. They are based in the Pepper Pike, Ohio office. The team previously managed $820M in assets.
DayMark Wealth Partners Receives Minority Investment From Constellation Wealth Capital
DayMark Wealth Partners (“DayMark”), a rapidly growing registered investment advisor, today announced that Constellation Wealth Capital (“CWC”), an alternative asset management platform, has acquired a minority stake in the firm.
DayMark Wealth Partners Enter Florida Market with $350M Advisory Team Acquisition
DayMark Wealth Partners, a rapidly growing registered investment advisor managing $3.8 billion for its mostly private clients, today announced its expansion into Florida with the addition of an advisory team that previously managed $350 million.
