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via wealthmanagement.comCapital Markets

$5B Trilogy Adds $1B RIA Specializing in Aviation Workers

FROM THE WIRE · WEALTHMANAGEMENT.COM

Mountain Capital, founded by a former pilot and U.S. Marine veteran, Brandt Burns, is Trilogy’s largest acquisition of the year.

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MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: neutralTrilogy, a $5B wealth management firm, acquires Mountain Capital, its largest acquisition of the year.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Mountain Capital was founded by Brandt Burns, a former pilot and U.S. Marine veteran.
  2. 02The acquisition is Trilogy's largest deal of the year.
  3. 03Mountain Capital is an RIA specializing in wealth management for aviation workers.

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