OneSeven Adds Three Senior Leaders as AUM Surges to $8.6B
Yahoo Finance·2026-01-31 02:45

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. OneSeven, a Cleveland-area registered investment advisor platform backed by Merchant Investment Management, has built out its senior leadership team, with a new chief financial officer, chief compliance officer and advisor advocate.  Brian Bunker, former head of practice management and consulting at Stratos, has joined the platform as advisor advocate, a newly created role designed to serv ...