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Blue Harbor Wealth Management

$250MBook of businessas reported in coverage
2Advisors
1Moves on our record
The lineage
until Sep 7, 2026PRIORCorebridge Financial
Sep 7, 2026CURRENTLincoln Investment
Sep 3, 2026team liftoutCorebridge Financial → Lincoln Investment

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THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.