Cleveland Family Office Purchases Stake in Florida Wealth Manager

As we focus on how to best serve our advisors and their clients, aligning IAA with a well-capitalized strategic partner was at the top of priorities for our CEO, Ed Cofrancesco. Thank you to Andrew Welsch for sharing with @barrons:
https://www.barrons.com/advisor/articles/brownhelm-capital-international-assets-advisory-fb0f8b00