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Luminous Capital makes partners of on-the-loose former Shepherd Kaplan wealth managers

Adding Malloy and Conte was not part of the big LA-based RIA's carefully scripted plans

Author Brooke Southall October 18, 2010 at 4:36 AM
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Andrew Malloy: We’ve done the heavy lifting.

Jeff Spears

Jeff Spears

October 18, 2010 — 1:24 PM

Luminous offers the best of the RIA business model and the Wall Street business model.

I would expect more advisors that are rainmakers and at RIAs to move to firms like Luminous or Contellation over the next few years.

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