Articles tagged "CSI Capital Management"


HeadlinePublish date

How being a $19-billion family office roll-up owned by a bank finally caught up with GenSpring

A fizzled management buyout of the Palm Beach RIA by Maria ("Mel") Elena Lagomasino and other managers preceded the executive exodus, sources say

October 18, 2012 — 5:50 AM UTC

Four news items for RIAs

Banks buy RIAs again; UHNW go nuts for iPads; the CFP Board gets much tougher; a big IBD gets a new president

August 26, 2011 — 5:13 AM UTC
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