RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Merrill Lynch PBIG team breaks away in tumbleweed country to better pursue next-gen oil fortunes

Chad Clary and Dane Crunk are bringing Dynasty Financial's technology to UHNW folks with dusty boots, deep tans and around $800 million of assets

Author Brooke Southall May 8, 2012 at 6:28 AM
Admin:
no description available
Chad Clary (l.) and Dane Crunk channeled their West Texas clientele who run entrepreneurial businesses poised to capture the new oil boom.

Jeff Spears

Jeff Spears

May 8, 2012 — 4:06 PM

Midland is also the home of Friday Night Lights!

Brooke Southall

Brooke Southall

May 8, 2012 — 4:12 PM

Ah!


Related Moves

Envestnet shares popped -- up 8% today -- after Wall Street filtered out bad news and staked its bet on confidence in a new team

The Berwyn, Pa., firm sugar-coated nothing but ended up with a sweet stock price result as analysts see good outweighing bad.

February 24, 2024 at 3:33 AM

Tim Oden departed Schwab after 37 years and was flooded with industry offers, but Shirl Penney made one he couldn't refuse -- a seat at the table

The RIA sales wizard joined Dynasty Financial Partners with understanding he would leave sales behind and earn his keep by focusing on strategic ideas.

February 22, 2024 at 2:20 AM

Bill Crager is dropping CEO role after multiple shoes dropped; the company insists it was his 'decision' but vision, Yodlee future uncertain

The co-founder of the $5.3-trillion AUA outsourcer of software and investments was pressed to take the job under the most adverse circumstances, then second-guessed by stakeholders as he managed the cards he was dealt.

January 9, 2024 at 4:09 AM

Joanna Rotenberg is departing Fidelity Investments after only two years, writing that she traveled 20,000 miles and successfully split her retail division into wealth and brokerage units

At her hire, analysts were adamant the head of Fidelity retail had 'big shoes to fill' to replace legendary Kathleen Murphy and her task of 'digitiizing' retail was no small ask

December 16, 2023 at 2:22 AM

See more related moves

Mentioned in this article:

Callan Associates Inc.
Manager Research
Top Executive: Ronald D. Peyton

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Dynasty Financial Partners LLC
Specialized Breakaway Service, Mergers and Acquisition Firm, RIA Set-up Firm
Top Executive: Shirl Penney



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo