Accelerated Wealth Partners invests in Pallas Capital Advisors, expands Northeast presence
What happened
Accelerated Wealth Partners entered into agreements to invest in Pallas Capital Advisors, a firm that oversees approximately $5 billion in client assets. Pallas, which was founded by Rich Mullen, Greg Boyle, and Charlie Evangelakos, has expanded its operations with new offices in New Jersey, Massachusetts, and Rhode Island. The transaction is expected to close later in 2026.
From daily-tribune.com
Why it matters
The investment signals capital confidence in Pallas Capital Advisors' specialized financial services model. The firm focuses on integrated tax, trust, estate, and financial planning for executives and business owners with complex financial lives.
From daily-tribune.com
Who's involved
- Greg BoyleCo-founder of Pallas Capital Advisors
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The entities involved
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New Jersey
state of the United States of America
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Massachusetts
state of the United States of America
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Rhode Island
state of the United States of America