Barnaby Grist is leaving Schwab and Jon Beatty is stepping up
The prominent Schwab executive goes for a new opportunity in Los Angeles
Barnaby Grist is a massive talent on par with Mark Tibergien, there are not many if any in this league in the independent broker/dealer channel.
If Barnaby is given the resources and latitude to execute, we can look forward to great things comming from Cetera.
RIA in a Box gunning for top-notch staff as it readies for Aquiline-fueled roll-up binge, targeting old-school, mom-and-pop compliance competitors
With Ascensus also in its portfolio, Aquiline is showing a penchant for taking dull, fragmented, unloved wealth-management niche businesses and rolling them up into sexier firms