On January 12, 2024, MONECO Advisors, LLC announced that it acquired Willow Investments.
On January 12, 2024, MONECO Advisors, LLC (“MONECO”) announced that it acquired Willow Investments (“Willow”). Founder Alexandra Renders will become a managing director at MONECO. She will be joined by three other employees, including managing director Paul Farella, who owned a minority stake in Willow prior to the sale. Seward & Kissel client, Emigrant Partners, LLC backs MONECO.
MONECO, based in Fairfield County, Connecticut, is a registered investment advisor offering investment management, retirement and estate planning, wealth synchronization, tax strategies, and insurance services. As of October 2023, MONECO had $1 billion in assets under management.
Willow, based in Pittsfield, Massachusetts, is a boutique registered investment advisory firm offering wealth management services for individuals, non-profits, and corporations. As of December 2023, Willow had $132 million in assets under management.
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