For Immediate Release
Hamburger Law Firm Completes Transition of Major Institutional Wealth Management Team to Merrill Lynch
Law firm called upon to develop negotiating strategy and deal structures to help team successfully transition their practice.
Englewood, New Jersey – November 16, 2011 – Hamburger Law Firm, a boutique law firm servicing entrepreneurial businesses with an emphasis on those within the securities industry, represented the financial advisor team of George Dunn, Peter Dunne and Bruce Wall in their recent transition from Convergent Wealth Advisors to Merrill Lynch’s Global Institutional Consulting (GIC) group.
The move was announced by Thomas McAuliffe, Managing Director and head of the GIC group. The team successfully arrived with approximately $2.7 billion in assets and will be based in Merrill Lynch’s Rockville, Maryland office.
“Deals at this level are very complex with a lot of factors. We are thrilled that we were able to work creatively with the clients, and amicably with the other parties involved, to help everyone achieve their goals in this transaction.” said Corey Kupfer, a partner at the Hamburger Law Firm, and Chief Strategist at the affiliated compliance consulting firm, MarketCounsel.
Hamburger Law Firm played an integral role in guiding the advisor team through every step of the transition from developing a negotiating strategy and handling the employment transition advice to structuring the deal for them to successfully exit Convergent and to join Merrill Lynch’s GIC group.
“It feels great to be part of yet another of this industry’s great success stories. There are so many options for advisors making that last best move in their career and we are honored to serve as the adviser’s own trusted advisor in whichever option suits them best,” added Brian Hamburger, Founder and Managing Member of the Hamburger Law Firm and Founder and Managing Director of MarketCounsel.
For more information, please contact Nicole Kalian Abbott at 973-850-7315 or email@example.com.
About The Hamburger Law Firm and MarketCounsel
The Hamburger Law Firm renders legal counsel to entrepreneurial companies, investment advisers, broker-dealers, hedge funds, family offices, and registered securities personnel. While the client base is explicit, the scope is broad. The firm represents clients across the country, with attorneys blanketing different segments within our areas of practice, all while maintaining an intense focus in our niche.
MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. Its comprehensive service offering delivers sound, yet business-savvy, regulatory compliance solutions. The firm pairs best-of-class compliance professionals with state-of-the-art technology to meet, anticipate, and exceed the exacting needs of its clients. From the startup of an investment advisor through its RIA Incubator program to the outsourced compliance department capabilities of the RIA Institute, MarketCounsel’s service platform consistently delivers on the promise of extraordinary service and trusted counsel.