With big LPL backing, the Robertson Stephens brand revives to roll up advisors to the suddenly wealthy
Joe Piazza is taking the once-premium San Francisco investment banking brand and combining with Fortigent to lure brokers to a hybrid platform
Jeff Spears
Joe is a GREAT salesman and recruiter. Looks like the old Montgomery vs Robertson Stephens war is back on.
Should be fun!
Al
There needs to be 2 sides for a war! Montgomery became Thomas Weisel Partners and that’s Stifel now!
Jeff Spears
My firm, Sanctuary, is backed by ex-Montgomery partners that didn’t go with Thom…
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April 10, 2024 at 2:54 AM
Christa Carone, an ex-Fidelity and Xerox marketing whiz, steps onto a slippery slope at LPL with a daunting task -- to consolidate a NASCAR size brand portfolio... or not?
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April 2, 2024 at 1:28 AM
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