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Making sense of Steve Dunlap stepping into Barnaby Grist's 'big shoes' as Cetera's RIA czar

The Lockwood, Pershing and Schwab alumnus with a products and PM background is tasked with leading strategic development and expansion of Cetera’s RIA unit

Author Dina Hampton June 28, 2013 at 12:59 PM
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Steve Dunlap joined Cetera for its flat organization. In his new home people 'can sit around a table and contribute ideas.'


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Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Cetera Financial Group
RIA-Friendly Broker-Dealer
Top Executive: Larry Roth



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