Deals & People November 8, 2011
Oregon-Based RIA Joins Focus Financial
Sapient Private Wealth Management, an independent registered investment adviser (RIA), has joined the Focus Financial network.
Reported by PLANADVISER staff
Sapient was launched as an independent RIA last year, and has more than $500 million assets under management. The firm’s leadership team, Greg Erwin, Alan Rexius, and King Martin, previously worked together at Morgan Stanley Smith Barney; the group reports it has transitioned over 95% of its former clients. Their clients include high-net-worth individuals, families, and institutions throughout the Pacific Northwest.
Sapient is the fourth partner to join Focus and the 8th deal (including sub-acquisitions) made by the firm in 2011 (see “New RIA Firm Opens in Rochester, N.Y.”).
Sapient Private Wealth Management is located in Eugene, Oregon.
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