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Tampa’s Fidelis Capital raises $10M, recruits $4.5B adviser team from Bank of America

Fidelis raised $10 million ahead of its acquisition of the Washington, D.C.-based private banking team.

Previous PE-backed Lenexa plaftform company Modern Wealth Management makes its first acquisition
Next $4.5B private-banking team from Bank of America leaves for Florida company Fidelis Capital

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