The investment manager, who will advise on investments and financial products for Truth.fi, has a prior relationship with ...

The Zelin Group and its five advisors made the move after the lead partner, Jonathan Zelin, had been with Merrill for more ...

A Summit spokesperson said the firm has a robust pipeline of signed transactions through the second quarter of 2025, and they expect this year’s activity to be as strong if not stronger than 2024.