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Articles tagged "Rich Gill"


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Rich Gill: $20 billion in assets under management in five years [for each of EP Wealth Advisors, the Forbes Family Trust, and MAI Capital Management] is a goal that we discussed and we all think it is doable and I think we're more or less already on the trajectory to get there.

One year on, John Copeland's roll-up growth is slow but expectations remain steadfast for big snowball

The founder of Wealth Partners Capital Group sweet-talked AMG into spinning off WPCG to go after plentiful smaller sellers but courtships can't be rushed

June 18, 2018 at 7:52 PM

John Copeland's strategy is to take a backseat to RIA principals by letting them own a majority of their firms.

A year after John Copeland came to AMG with blue-ocean RIA growth plan, the publicly owned asset management giant spins him into new venture

Instead of sitting out frothy M&A market for $4-billion-plus RIAs as AMG exec, the now former president of the RIA unit is hustling, with more diverse backers, to crack the chronically stagnant M&A market for small firms

July 12, 2017 at 6:11 PM

Dave Mrazik: This is, without question, a defining moment.

Citing 'Moss Adams' vision, MarketCounsel makes 17th hire in nine months

Quarterbacking the mass assemblage, David M. Mrazik, former general counsel at the New York-based roll-up, becomes managing partner

September 2, 2015 at 6:04 PM

Rich Gill is bringing his analytical and personal skills to AMG's effort to replicate its asset mangement success on the RIA side.

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 at 6:48 PM

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