Articles tagged "Ron Ferguson"


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National Advisors Trust appoints former SEI exec as its new chief -- and hands him a big to-do list

The trust company hopes to give its RIA owners the ability to put their trust assets at the custodian of their choice

April 2, 2013 — 4:42 AM UTC

Lovell Minnick jumps into the roll-up game with the purchase of $2-billion wealth manager -- and a plan

Starting with Kanaly Trust, the Philly area private-equity firm plans to pick off sleepy, undersized trust companies and unleash their potential

October 10, 2012 — 3:39 AM UTC

Ron Ferguson steps down as CEO of National Advisors Trust after 4-1/2 years

The executive proved an adept turnaround artist; now the RIA-owned company is left to search for his replacement

September 12, 2012 — 4:20 AM UTC

By hiring a Fidelity sales veteran, National Advisors Trust goes after the $1 million to $10 million client who use $500 million RIAs

Steve Ippolito, an RIA-savvy veteran of Schwab and Fidelity, will also work with existing member firms

July 6, 2012 — 3:36 PM UTC

Once-sleepy National Advisors Trust has a sparkling year for net new assets

The RIA-owned firm is getting a boost from the SEC's Madoff-inspired custody rule, a new CEO and its own critical mass

March 11, 2011 — 3:29 PM UTC

U.S. Trust seeks to add hundreds of wealth managers with West Coast-facing poaching campaign

The challenges are obvious, but with Thong Nguyen directing the effort, the Old Money bank stands a chance in the land of nouveau riche, analysts say

January 3, 2011 — 2:39 PM UTC
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