Investment and Wealth Management

We provide strategic legal insights to clients in investment management and other industries on a variety of business, litigation, employment and risk management related issues. We represent RIAs managing separately managed accounts, sub-advising mutual funds, and managing other investment vehicles. CJB also represents Echelon Partners LLC, a leading investment bank specializing in mergers, acquisitions, lift-outs, and other transactions involving RIAs and other investment advisory firms. We represent clients in acquisitions, breakaways and lift-outs and related litigation.