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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

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

Related Moves

Walt Bettinger sheds 'president' title and Bernie Clark gets new boss as Schwab appoints Rick Wurster as president and No. 2 in charge

The Schwab CEO gets 2016 'Windhaven' hire to share burden of governance from enormity of $8-trillion post-TDA, post-USAA, post-Motif growth.

December 20, 2021 – 11:59 PM


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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