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An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues

Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal

Author Charles Paikert May 3, 2012 at 5:21 AM
1 Comment
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Gregory Curtis: You have to stick to your knitting even if it costs you business -- which it will.

Dan Inveen


Scott Welch


Jamie McLaughlin


Garb Mechigian


Gregory Curtis


Craig Rawlins


Brian Hughes

Jeff Spears

Jeff Spears

May 3, 2012 — 4:55 PM

Call me a sceptic, but I’m always suspect of AUM/AUA figures that are self reported by firms that don’t have full discretion.

Maybe I’m a jealous sceptic:)

Great article

Related Moves

September 24, 2019 at 2:02 AM

In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament

The CEO-for-rent will face a monumental challenge turning around Wells Fargo, but perhaps not as bleak a landscape for profit margins; Is the RIA free ride coming to an end?

October 1, 2019 at 1:06 AM

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Family Office Exchange
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Top Executive: Sara Hamilton

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