Wells Fargo team managing $1B joins Dynasty-backed RIA
May 12, 2023 - The Compass Group, which manages over $1 billion of client assets from Wells Fargo Advisors, joined the RIA DayMark Wealth Partners group, which is affiliated with St. Petersburg-based Dynasty Financial Partners. The new team includes Kimberly Fitzgerald (senior director of client relations), Jacquelyn Gibbons (director of client relations) and Karen Suskowicz (director of client relations), according to a Wednesday press release. DayMark Wealth Partners is an RIA based in Cincinnati, Ohio and now has approximately over 2.5 billion in assets under management via the new acquisition.