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)


Subscribe to exclusive DBR & CO updates including market commentaries, timely financial planning tips and more.