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As DOL investigation continues, Geller Group says it is executing the final stage of a four-year succession plan

Sheldon Geller and Manny Ehrlich have been grooming Alan Pfeffer to take over the 401(k) company since selling a big stake to Focus Financial in 2006, according to the firm's new leader.

Thursday, July 8, 2010 – 6:56 AM by Brooke Southall
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Alan Pfeffer: Not only have there been no findings; there have been no allegations.

Related Moves

With RIA valuations ticking down and successions ticking up, Focus Financial deep sixes 'drunken sailor' pause, forgoes buyback plan and adds a CEO

CEO Rudy Adolf sees a 'softening' in multiples after a couple of frothy years when CI Financial dominated headlines and big RIA deals

August 13, 2022 – 12:39 AM


Mentioned in this article:

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf




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