Focus Financial Lures Away Merrill Lynch Team With $750M AUM | Financial Planning

A Merrill Lynch advisor team with $750 million in assets has moved over to the Focus Financial Partners network.Advisors Herman Rij, Jason Cort, Brian Cort and Kori Lannon, working from their newly-formed Quadrant Private Wealth of Bethlehem, Pa., made the switch this month. Rij, the senior-most member of the team, started his career in 1969, according to FINRA records. He joined Merrill in 1971.  Cort joined the wirehouse in 1997, and his brother Brian became a Merrill advisor in 2002. Lannon signed on in 2007.The advisors were the fifth group to join Focus through its transition program, Focus Connections. They follow IFM Capital Advisors, a former UBS team managing $1 billion in assets, which left the wirehouse to join the Focus network in January.

via Focus Financial Lures Away Merrill Lynch Team With $750M AUM | Financial Planning.

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