New custodian, partnership for Pittsburgh money management firm


From Pittsburgh Business Times

D.B. Root & Co., Pittsburgh-based money management firm, retained San Francisco-based Charles Schwab Corp. as its new custodian and broker/dealer and is partnering with New York-based Dynasty Financial Partners to provide an integrated technology platform.

These arrangements replace Commonwealth Financial Network, which D.B. Root had teamed with since 1997.

Read the full story in the Pittsburgh Business Times (subscription required)


Glass Buildings

Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

-

Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

-

Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

  • White LinkedIn Icon
  • White Facebook Icon
  • White Twitter Icon
  • YouTube - White Circle

© 2020 DBR & CO  View Disclosures  Compliance Documents