{"id":408606,"date":"2021-01-05T09:03:32","date_gmt":"2021-01-05T14:03:32","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=408606"},"modified":"2021-01-05T09:03:32","modified_gmt":"2021-01-05T14:03:32","slug":"marsh-mclennan-agency-acquires-compass-financial-partners","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/marsh-mclennan-agency-acquires-compass-financial-partners\/","title":{"rendered":"Marsh & McLennan Agency Acquires Compass Financial Partners"},"content":{"rendered":"

<\/p>\n

Marsh & McLennan Agency Acquires Compass Financial Partners<\/b><\/p>\n

\nEnhances Retirement Plan Consulting Expertise\n<\/p>\n

WHITE PLAINS, N.Y.–(BUSINESS WIRE<\/a>)–
\nMarsh & McLennan Agency LLC (MMA), the middle market subsidiary of Marsh, today announced the acquisition of Compass Financial Partners, a Greensboro, North Carolina-based retirement consulting and investment advisory firm. Terms of the acquisition were not disclosed.\n<\/p>\n

A nationally recognized leader in the sector,<\/a> Compass Financial Partners provides institutional retirement plan consulting and fiduciary services to clients across the US; its combined plan assets exceed $14 billion. Additionally, the company provides private wealth management and financial planning services to select individuals and families.\n<\/p>\n

\nCompass colleagues will continue to work under the leadership of founders and Managing Partners Kathleen Kelly and George Hoyle. Ms. Kelly also will join MMA\u2019s National Retirement Strategy Team and lead the Retirement Services Practice for the Mid-Atlantic region.\n<\/p>\n

\nCommenting on the acquisition, Bill Jeatran, President of MMA, said: \u201cCompass is a highly respected firm, recognized for its commitment to providing extraordinary service and measurable results to clients. Its acquisition represents a significant enhancement of our capabilities as we seek to further integrate health, wealth, and retirement into our total wellbeing solution for clients. We are excited to welcome Compass\u2019 colleagues to MMA, and we look forward to Kathleen\u2019s leadership on our National Retirement Strategy Team.\u201d\n<\/p>\n

\n\u201cThe addition of Kathleen, George, and their colleagues will significantly expand our expertise in retirement services,\u201d said John Stanchina, CEO of MMA\u2019s Mid-Atlantic region. \u201cCompass is another example of our continued ability to attract the highest quality teams to join MMA which strengthens our ability to serve clients.\u201d\n<\/p>\n

\nMs. Kelly added: \u201cJoining MMA allows us to broaden and enhance the resources we offer to both our clients and colleagues. Our team is eager to play a role in the ongoing growth of this dynamic national firm.\u201d\n<\/p>\n

About Marsh & McLennan Agency<\/b><\/p>\n

Marsh & McLennan Agency LLC<\/a> is a subsidiary of Marsh established in 2008 to serve as a platform for the middle market. MMA offers commercial property, casualty, personal lines, and employee benefits to businesses and individuals across North America.\n<\/p>\n

About Marsh<\/b><\/p>\n

Marsh<\/a> is the world\u2019s leading insurance broker and risk advisor. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh & McLennan Companies<\/a> (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue approaching US$17 billion and 76,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh<\/a>, Guy Carpenter<\/a>, Mercer<\/a>, and Oliver Wyman<\/a>. Follow Marsh on Twitter @MarshGlobal<\/a>; LinkedIn<\/a>; Facebook<\/a>; and YouTube<\/a>, or subscribe to BRINK<\/a><\/i>.\n<\/p>\n

\"\"<\/p>\n

View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20210105005093\/en\/<\/a><\/span><\/p>\n

\nSally Roberts
\n
Marsh
\n
303 952 9453
\n
Sally.Roberts@marsh.com
\n<\/a><\/p>\n

\nHeather Dutch
\n
Marsh & McLennan Agency
\n
336 690 8511
\n
Heather.Dutch@marshmma.com<\/a><\/p>\n

KEYWORDS:<\/b> United States North America North Carolina New York<\/p>\n

INDUSTRY KEYWORDS:<\/b> Finance Consulting Professional Services Other Professional Services Insurance<\/p>\n

MEDIA:<\/b><\/p>\n\n\n\n\n
Logo<\/b><\/font><\/td>\n<\/tr>\n
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Marsh & McLennan Agency Acquires Compass Financial Partners Enhances Retirement Plan Consulting Expertise WHITE PLAINS, N.Y.–(BUSINESS WIRE)– Marsh & McLennan Agency LLC (MMA), the middle market subsidiary of Marsh, today announced the acquisition of Compass Financial Partners, a Greensboro, North Carolina-based retirement consulting and investment advisory firm. Terms of the acquisition were not disclosed. A nationally recognized leader in the sector, Compass Financial Partners provides institutional retirement plan consulting and fiduciary services to clients across the US; its combined plan assets exceed $14 billion. Additionally, the company provides private wealth management and financial planning services to select individuals and families. Compass colleagues will continue to work under the leadership of founders and Managing Partners Kathleen Kelly and George Hoyle. Ms. … <\/p>\n

Continue reading “Marsh & McLennan Agency Acquires Compass Financial Partners”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-408606","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nMarsh & McLennan Agency Acquires Compass Financial Partners - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/marsh-mclennan-agency-acquires-compass-financial-partners\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Marsh & McLennan Agency Acquires Compass Financial Partners - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Marsh & McLennan Agency Acquires Compass Financial Partners Enhances Retirement Plan Consulting Expertise WHITE PLAINS, N.Y.–(BUSINESS WIRE)– Marsh & McLennan Agency LLC (MMA), the middle market subsidiary of Marsh, today announced the acquisition of Compass Financial Partners, a Greensboro, North Carolina-based retirement consulting and investment advisory firm. Terms of the acquisition were not disclosed. A nationally recognized leader in the sector, Compass Financial Partners provides institutional retirement plan consulting and fiduciary services to clients across the US; its combined plan assets exceed $14 billion. Additionally, the company provides private wealth management and financial planning services to select individuals and families. Compass colleagues will continue to work under the leadership of founders and Managing Partners Kathleen Kelly and George Hoyle. 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