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Intrinsic Investors
In PWD coverage since September 23, 2026 · 1 story
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Talent flow · 12 monthsOn the wire →
Bill Fons
Sep 22 · advisor move
PWD coverage
Moves
Carson Buys a Succession, Not a $145 Million Book
Eight interviews and a three-person handoff in Wauwatosa say more about the retirement wave than $145 million does.