Mission Wealth receives investment from PE firm
Mission Wealth, a Santa Barbara financial planner firm celebrating its 25th year in business, announced it received a minority investment from private equity firm Great Hill Partners. Terms of the transaction were not disclosed. Known for investing in high-growth companies, the partnership will help Mission Wealth’s client service offering and support the firm’s national expansion Read More →
Alamar analysts give their thoughts on the national economy
Editor’s note: Continuing our Q1 investor panel discussion, Taking Stock visited with George Tharakan, chief investment officer, and John Murphy, CEO, at Alamar Capital, for this email exchange on March 13. These answers were lightly edited for content. To suggest future topics, email us at [email protected] Q. We’re starting to see some signs of real Read More →
Leading Santa Barbara tax firm absorbed into national chain
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Portfolio watch
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Portfolio watch
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