What changed

Managed more than $120M at Merrill; joined The Atlantic Group in Boca Raton, Fla., led by founding partners Andrew Lerner and Logan Shalmi.

Reported / discovered

Sep 25, 2026

Effective

Not reported

New role

next-gen advisor

Previous role

Not reported

Market

Boca Raton, FL

Reported book

$120M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.