Deals Of The Day: The Latest In Wealth Management M&A – MSCI, Fabric, Atria

Editorial Staff

30 March 2025

MSCI, Fabric
, a multi-channel wealth management solutions holding company, has added Gaschen, Berlingeri & Casebolt, to Atria subsidiary Cadaret Grant.

Previously with Cetera Advisors and Edward Jones, the Lubbock, Texas-based team oversees over $175 million in client assets.

Paul Gaschen and Angel Berlingeri, who originally co-founded Gaschen, Berlingeri and Associates, along with Jonathan Casebolt, have experience in multi-generational wealth planning and providing strategic growth and transition solutions for small business owners.

The advisors work with estate planning attorneys, CPAs, realtors and other professionals.

Atria is headquartered in New York City. It operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities, and Grove Point Financial. Atria's subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration.