Wealthspire Advisors acquires Heron Wealth
New York City-based Heron oversees $300 million in assets and is led by president David Edwards.
Wealthspire Advisors, a New York City-based registered investment advisory firm, has agreed to acquire Heron Wealth, another New York City firm overseeing $300 million in assets.Heron’s president, David Edwards, founded a predecessor firm, Heron Capital Management, in 1996. The firm focuses on bui
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