Articles tagged "Lori Van Dusen"

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Focus Financial firms play a lively game of ping-pong with the Broker Protocol

Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers, co-founder says

September 10, 2012 — 4:31 PM UTC

How a young, new HighTower recruit built his business to $1 billion in assets with just 30 clients

Matt Dillig's team is the Chicago aggregator's first 'get' from Credit Suisse, known for its superwealthy clients

August 22, 2012 — 4:51 PM UTC

Summit Partners is reportedly shopping around its stake in Focus Financial

Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this

May 24, 2012 — 4:24 AM UTC

How a billion-plus RIA in upstate New York bagged top managerial talent from just down the street

Lori Van Dusen hired Kim Pugliese away from Kodak after deciding she needed heightened managerial skills at her newly independent firm

April 11, 2012 — 5:03 AM UTC

Dynasty Financial wins the account of Lori Van Dusen's new RIA through Focus Financial

The arrangement holds the possibility of a symbiotic advisor-vendor relationship between the wealth management platform and the big aggregator

October 18, 2011 — 2:15 PM UTC
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