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On Barron's panel at IMCA, three top advisors tell what knocked them on course

I compulsively listened to a divorce opportunist, an ex-Goldman, now Merrill fellow, and a Morgan Stanley consultant offer a diverse array of nuggets

Monday, June 3, 2013 – 6:33 AM by Karl Thunemann
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Michelle Smith: Wow, I'm going to capitalize on this. ... I drove a truck through [that] gap.

Related Moves

Morgan Stanley wants more Barron's Top Advisors so it poached Barron's 'Top Advisor' insiders, which says as much about the wirehouse as the publishing house

The wirehouse knows that no big firm owner puts phone calls from Sterling Shea or Alison Rooney on hold, and it's willing to hire and train them to fit new jobs

January 5, 2021 – 4:06 AM


Mentioned in this article:

Investment & Wealth Institute
Association
Top Executive: Sean Walters

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




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