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Looking for a second growth spurt, a billion-dollar-plus RIA hires away a Nuveen global ops man

Patrick Goshtigian, new president of EP Wealth Advisors has taken over back-office operations from its founders and is also heading up its expansion efforts

Author Dina Hampton February 10, 2012 at 5:22 AM
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Derek Holman: We had grown to the point where the business took up most of the day.

Derek Holman

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Brian Parker



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A canary in the coal mine, Amy Richardson left Charles Schwab & Co. for an RIA -- before the 2,000 layoffs -- now a robust job market is saving the Schwab diaspora, she says

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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Junxure
CRM Software
Top Executive: Greg Friedman

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
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