What changed

Led the 10-person Harvest Investment Consultants team joining Verdence via acquisition; Harvest managed $564M.

Reported / discovered

Sep 25, 2026

Effective

Not reported

New role

Leader of Harvest Investment Consultants team

Previous role

Not reported

Market

Hunt Valley, MD

Reported book

$564M

Reported team size

10 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.