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Articles tagged "Jeff Greenberg"


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Barnaby Grist: They asked me to help them find a firm to invest in and we’ve been talking to a bunch of firms. This was the first one I got really excited about.

Purchase of RIA in a Box with reclaimed Barnaby Grist as overseer shows ambition of New York buyer to create compliance 'robo-advisor'

Fresh off big AssetMark score, Aquiline's money talks, saying RIAs must spend big to comply but would like to spend smaller

June 1, 2018 at 3:01 PM

Gurinder Ahluwalia: You want to be something that the parent gets excited about.

Genworth's TAMP is bought up by two private-equity firms for $412 million

After a long spell on the block, Aquiline Capital and Genstar Capital coughed up the cash to buy the roll-up of Altegris, AssetMark and Centurion

March 28, 2013 at 3:45 PM

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