Articles tagged "Peter Ruhlin"


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AMG is suddenly among the RIA roll-up elite after the Baker Street deal pushes it past $25-billion of AUM

After adding the $5.2-billion San Francisco firm, John Copeland's Florida-based skunkworks is smelling sweet

February 5, 2015 — 7:07 PM UTC

Why AMG's poach of Rich Gill could be the missing ingredient for its V-8 roll-up engine

Loaded with cash, experience and $11.5 billion of market cap, the North Shore asset manager just downloaded the RIA roll-up app in hiring the Focus Financial veteran

July 22, 2014 — 6:48 PM UTC

AMG delves deeper into the RIA business with second deal -- of $4-billion player in NY

Its purchase of a stake in Clarfeld Financial Advisors, Barron's No. 3, shows the Veritable deal was, indeed, a warm up

August 20, 2013 — 3:18 AM UTC

How a Chicago RIA grew to more than $700 million by carving out a client niche of wirehouse execs

Two Salomon Brothers alums gained the trust of masters of the universe who have seen how the sausage is made yet still make rookie investing blunders

January 23, 2013 — 3:50 AM UTC

$10-billion Philly-area RIA dips a toe in Bay Area waters causing ripples among local firms

Moving into San Francisco almost on the QT, AMG-owned Veritable confirms its first national foray -- but declines to disclose its address

November 1, 2012 — 6:09 PM UTC

Three RIA items of interest

BHWM hires Morgan Stanley, RW Baird vet; FallLine brings on third partner to focus on tech; preliminary injunction filed against Matthew Hutcheson

June 19, 2012 — 4:00 AM UTC

Former Morgan Stanley and UBS wealth management chief flirts with roll-up model then pivots to management consulting

John Straus knew there was a market for his expertise, but a funny thing happened on the way to becoming an aggregator

March 20, 2012 — 4:14 AM UTC
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