Adviser partners John Gallagher and Mark Levin, who managed $2 billion at Morgan Stanley, have formed Maverick Partners Wealth Management and affiliated with LPL Financial through Gladstone Wealth Partners, one of the broker-dealer’s offices of supervisory jurisdiction.
Maverick also will use LPL’s corporate registered investment advisor platform and use LPL as its custodian.
The firm opened an office in Marlton, New Jersey, in the suburbs of Philadelphia, where they previously worked.
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Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
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