Curated Wealth Partners, a leading multi-family office and investment management firm serving ultra-high-net-worth clients, ...

Ashley Velategui has been with the firm for nearly two decades, including more than a dozen years at the ultra-high-net-worth ...

According to the release, the new expansion doubled the space available at the company and includes six new private offices ...

The wealth management industry has been consolidating ... and all of us have a compliance office, a trading desk and a support team, it makes sense to combine those,” Failla said.