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In a twist, RIA opens a bank - to significant success

Despite increased oversight, the one-stop-shopping model has worked for First Foundation

Author Lisa Shidler June 1, 2011 at 2:36 PM
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Rick Keller: It was stressful to compete in a world where investment management services are combined with a broad bank platform so, I decided to open my own bank.

Rick Keller

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Scott Kavanaugh



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