Wealth Management

Bold indicates Berkshire Capital client

Date Announced Seller Buyer Type AUM ($mm)
December 2001
Starbuck, Tisdale & Associates
First Republic Bank
IA / WM
1,000
October 2001
Balentine & Company
Wilmington Trust Corporation
IA / WM
3,600
September 2001
Frye-Louis Capital Management, Inc.
Credit Suisse Private Banking
WM
1,500
September 2001
Taylor Young Investment Management Ltd.
Alpha Trust Investment Services SA
WM
495
June 2001
Tyee Asset Strategies, Inc.
Laird Norton Financial Group
WM
1,500