Farther Hires Ex-Cranbrook CEO Casey Bear, Adding $225 Million in AUM
Updated
Updated · InvestmentNews · Jul 17
Farther Hires Ex-Cranbrook CEO Casey Bear, Adding $225 Million in AUM
1 articles · Updated · InvestmentNews · Jul 17
Summary
$225 million in client assets moved to Farther as Casey Bear joined the firm as a principal wealth advisor after 13 years leading Cranbrook Wealth Management.
Bear said he chose Farther to cut administrative burdens while preserving high-touch service for clients with complex needs, a segment he served through close coordination with estate lawyers, accountants and investment bankers.
Farther said Bear's clients will gain access to its integrated wealth platform, including tax-loss harvesting, automatic rebalancing, asset-location tools and personalized investment exclusions.
The hire adds a veteran of a billion-dollar RIA to Farther's expanding advisor roster, underscoring competition for experienced advisors seeking technology-enabled independence.