Atlas Acquires Bullard, McLeod and Associates

March 6, 2019

On February 25, 2019, Bullard, McLeod and Associates announced it will be joining Atlas Private Wealth Management.

Under the terms of the agreement, Bullard, McLeod and Associates (“BMA”) will join Atlas Private Wealth Management (“Atlas”) and BMA’s Thessaly Bullard will transition out of the business while Barnaby Bullard and the rest of the team will remain in their respective roles. The transaction is subject to customary closing conditions and is expected to close during the second quarter of 2019.

BMA, founded in 1983, is an Albany-based investment management firm that provides financial planning and financial advisory services to high net worth individuals and families, trusts, estates, and pension plans.

Atlas is a New York-based financial planning firm and a member firm of Focus Financial Partners Inc. Atlas provides comprehensive financial and tax planning as well as investment management services.

To read the press release: please click here.


Categories

Investment Manager M&A, Transactions