Steward Partners Expands West Coast Presence with Formation of New Hybrid Branch, the Lindsey-Trost Group [Yahoo! Finance]
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Source: Yahoo! Finance
NEW YORK Dec. 11, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, has announced the formation of the Lindsey-Trost Group of Steward Partners. The new branch represents a unification of the Lindsey Group, an existing office under the Steward Partners umbrella out of Lake Oswego, Oregon , and Trost Financial, a boutique advisory firm headed by Greg Trost in Los Angeles' Century City business district. The addition of Trost and his staff to the Steward Partners team brings an additional $180 million in assets under management into the firm's purview. In conjunction with the Lindsey Group's present $532 million in client assets, the new Lindsey-Trost Group will manage $712 million in combined total assets. This partnership will operate as a hybrid branch spanning the West Coast, with the Lindsey office continuing to conduct business in Lake Oswego and Trost maintaining his base in Century City , a new territory for Steward P
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