Wealth Management

Bold indicates Berkshire Capital client

Date Announced Seller Buyer Type AUM ($mm)
August 1999
Berkshire Asset Management, Inc.
Legg Mason, Inc.
WM
635
August 1999
Estabrook Capital Management Inc.
The Bank of New York
IA / WM
2,271
August 1999
Robert R. Meredith Co.
Ascent Asset Management Advisory Services Inc.
WM
830
June 1999
Clifford Associates
Convergent Capital Management
IA / WM
750
June 1999
Clifford Associates
Convergent Capital Management
IA / WM
750
May 1999
Campbell Advisors, Inc.
Delphi Asset Management (IBJ Whitehall Financial)
WM
500