Wealth Management

Bold indicates Berkshire Capital client

Date Announced Seller Buyer Type AUM ($mm)
November 1997
Olsen Mobeck & Associates
People's Bank
IA / WM
850
October 1997
Cramer, Rosenthal, McGlynn, Inc.
Wilmington Trust Corporation
IA / WM
3,600
August 1997
Florence Fearrington Inc.
U.S. Trust Corporation
WM
330
August 1997
Westfield Capital Management
Boston Private Bancorp, Inc.
WM
1,296
June 1997
ASB Capital Management (subsidiary of NationsBank)
Chevy Chase Bank
IA / WM
4,000
May 1997
Snyder Capital Management, Inc.
New England Investment Companies, L.P.
IA / WM
1,000