Oak & Stone Capital Advisors will become the first firm to join the Constellation platform of Ladenburg Thalmann subsidiary Highland Capital Brokerage, bringing with it $150 million in client assets..
Launched in 2018, the Constellation platform, in tandem with Highland’s Muse platform, is designed to integrate insurance capabilities into financial planning.
Oak & Stone, founded in 2018 by Christopher Manci and Seth Diener, is based in Tunkhannock, Pa.