CohnReznick Expands Wealth Advisory Services with Aldrich Acquisition
In a significant expansion of its wealth advisory services, CohnReznick has acquired Aldrich, a firm renowned for its personalized wealth management for high-net-worth individuals. This acquisition will bolster CohnReznick's presence on the West Coast, leveraging Aldrich's established expertise and client relationships. Key individuals involved include David K. Duffy, CEO of CohnReznick, and the advisory team from Aldrich, who will ensure a smooth transition for clients.