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State Street's semi-secret success in the RIA custody business

The Boston-based giant typically services RIAs with $1 billion or more in assets - RIAs so big they have their own technology

Author Lisa Shidler December 12, 2011 at 6:28 AM
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Robert Levitt: The problem was (that) the other guys couldn't handle us.

RIA Custodians



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Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli

State Street Wealth Manager Services
Asset Custodian
Top Executive: Marty Sullivan

Aite Group
Consulting Firm
Top Executive: Frank Rizza



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