Institutional Manager Clearstead Makes US$ 5 Billion Acquisition
Posted on 04/03/2024
In a major deal, today Clearstead Advisors completed its acquisition of Wilbanks Smith and Thomas Asset Management, LLC. Clearstead Advisors is a registered financial advisor that invests on behalf of family offices and institutions. It has acquired the assets of Wilbanks Smith and Thomas Asset Management and over US$ 5 billion of assets under management.…