Wealth Management

Bold indicates Berkshire Capital client

Date Announced Seller Buyer Type AUM ($mm)
December 1998
Radnor Capital Management
U.S. Trust Corporation
WM
1,000
September 1998
McMurrey Capital Management
U.S. Trust Corporation
WM
400
June 1998
Wood Island Associates
U.S. Trust Corporation
WM
1,053
April 1998
Roxbury Capital Management
Wilmington Trust Company
WM
4,000
March 1998
Delphi Asset Management
IBJ Schroder Bank & Trust Company
WM
1,015