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With help from Envestnet and a former Genworth technology whiz, Loring Ward is revamping its TAMP platform

The San Jose firm is counting on competitors and former talent of competitors to make sure it spends its millions efficiently

Author Brooke Southall May 8, 2012 at 3:27 AM
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Alex Potts: It's the biggest investment we've ever taken on.


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Bill Crager makes critical hire of 'step back from the numbers,' Joshua Warren, replacing 'brother' Pete D'Arrigo at CFO; Warren had a big role at BlackRock -- Envestnet's biggest stakeholder

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See more related moves

Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts



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