Articles tagged "Jack Petersen"
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Big RIA buyers flock to ECHELON M&A event and agree on one takeway: It's a 'seller's market' -- but maybe not forever
Cerity, Mercer and Summit Trail chiefs say tripling of practice buyers means multiples are staying flush, but they urge some caution to on-the-fence RIA sellers.
August 30, 2024 at 5:25 AM
Why two women advisors broke two unwritten breakaway rules en route to taking $500 million to a $3-billion RIA
Daniela Pedley and Lauren Cosulich held back to give the original Summit Trail blazers their earned glory -- but gave notice on a Monday to let clients have their weekend peace
August 21, 2015 at 4:26 PM
How exactly five ex-Barclays advisors and one analyst across three time zones combined to make a $3 billion RIA
A 38-year-old researcher played point man in the offensive that formed Summit Trail Advisors with offices in New York, Chicago and San Francisco
