News, Vision & Voice for the Advisory Community


Barnaby Grist is leaving Schwab and Jon Beatty is stepping up

The prominent Schwab executive goes for a new opportunity in Los Angeles

Author Brooke Southall February 5, 2010 at 4:47 AM
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Barnaby Grist helped develop sales and business development strategies for Schwab

Stephen Winks

Stephen Winks

February 5, 2010 — 4:45 PM

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.


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Mentioned in this article:

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe

Cetera Financial Group
RIA-Friendly Broker-Dealer
Top Executive: Larry Roth

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