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Why it took Rudy Adolf seven years to win an elusive $1.5-billion RIA to cap a $14-billion-asset year

The $60-billion-AUA firm has its mojo back as it brings on a woman-run firm with a 49-state presence

Author Lisa Shidler January 10, 2013 at 6:36 AM
Admin:
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Colleen Lindstrom: I typically gather and review a significant amount of data and input before making a decision.

Maria Marsala

Maria Marsala

January 11, 2013 — 3:09 AM

East marries west. OR is it west marries east? :)

I’ve attended a few of Paul’s workshops. Merriman has an excellent reputation here in the PNW. And it’s great to see a women at the helm although I look forward to the day that “that” doesn’t matter.


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October 24, 2023 at 1:19 AM

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Mentioned in this article:

Diamond Consultants
Recruiter
Top Executive: Mindy Diamond

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe



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