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Wednesday, October 21, 2026The Morning Brief →Sign in
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Bailey Jordan

In network coverage since October 20, 2026 · 2 stories
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M&A

Robertson Stephens surpasses $10 billion AUM with Milwaukee's Alpha Investment Consulting

The deal adds institutional consulting for foundations, endowments and nonprofits, and Milwaukee becomes the firm's first Wisconsin office.
M&A · Oct 20Robertson Stephens says it acquired Alpha Investment Consulting, lifting AUM above $10 billion
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