Articles tagged "Gordy Wegwart"


HeadlinePublish date

Three RIA adventures that led to dramatic asset growth

Conversations with academics, expanding strategies and veering away from hedge fund of funds led to thriving niches.

July 28, 2011 — 2:22 PM UTC

How two big RIAs convinced two service providers to shift course on technology

Trust Company of America and Adhesion Wealth both listened to advisors with special requests

August 24, 2010 — 5:45 AM UTC

CEO Terry Reitan retires from Trust Company of America

Former Fiserv ISS chief presided over four years of stunning growth

January 29, 2010 — 11:51 PM UTC
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