Bernard Herold & Co., Inc., a New York-based hybrid, and Lantern Investments, a Melville, New York-based hybrid, have merged to form Herold & Lantern Investments.
The combined firm, which is headed by Keith Lanton, president, and Larry Herold, chief operating officer, has more than $2 billion in assets and 60 employees, the company said in a release.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
Former Northwestern Mutual advisors join firm for independence.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
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