Mass Mutual team managing $250 million affiliates with LPL
Trivium Point Advisory in Tarrytown, New York, also does tax prep
Trivium Point Advisory, which managed $250 million at Mass Mutual in Tarrytown, New York, has affiliated with LPL Financial’s broker-dealer and will also use its corporate registered investment adviser.
George Gerhard and Ron Pac are principals of the 10-person team, which offers personal wealth management, business consulting and tax services.
[More: LPL Financial snaps up trading platform Blaze Portfolio]
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