Lovell Minnick Takes Stakes in Two Firms

News October 28, 2024 at 02:29 PM
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What You Need To Know

  • Americana Partners works with about $8.5 billion in assets under management and is based in Houston.
  • Cohen & Co.'s base is in Cleveland, and the accounting group includes over 800 professionals.
  • Lovell Minnick is the first outside institutional investor in both entities.
Advisors Shaking Hands