DayMark Wealth Partners
DayMark Wealth Partners has added a $200 million advisory team led by John Kaufman. The team will drive expansion into Chicago and Park City, Utah, DayMark said in a statement this week.
The team includes portfolio manager, and partner Gregg Kaplan and director of client relations, Hilary Bryson. They serve high net worth and ultra-HNW individuals.
Kaufman has over 30 years of wealth management experience, with a focus on customized portfolio design, long-term planning, and alternative investments. Kaufman is based in Park City, while Kaplan and Bryson conduct business from Chicago.
The team also invests in alternative assets, including real estate, private equity, and alternative hedge funds.
Daymark, which is based in Cincinnati, Ohio, manages about $3.7 billion. It was established three years ago as a member of Dynasty Financial Partners' Network of independent wealth-management firms.
Kestra
Kestra Private Wealth Services, an RIA subsidiary of Kestra Financial, has welcomed Turas Wealth Partners, a wealth management firm led by John Marmion and Shea Marmion, a father-son duo, to its platform.
John Marmion
Shea Marmion