San Diego Business Journal

M&As in Wealth Management Off to Record Start in Q1

FINANCE: Regulation, And Succession Issues Cited as Some of Causes By Sarah de Crescenzo Originally published July 13, 2017 at 1:35 p.m., updated July 13, 2017 at 1:35 p.m.
   

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Elisabeth Cullington

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Mark Delfino

— In 2008, Elisabeth Cullington merged her investment advisory firm, Cullington Hill Advisors, into San Diego-based HoyleCohen LLC...

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