VC firm installs one of its own, a Lehman Bros. legend, to get Altegris in gear
After months of searching on behalf of Aquiline, Jack L. Rivkin decided to nominate himself
Author Brooke Southall March 13, 2014 at 3:53 AM
Jeff Spears
March 13, 2014 — 5:35 PM
If any firm is going to crack the code of product sales to RIAs it should me Altegris. While the bull market is a concern the uneducated and fragmented RIA industry is the primary concern.
Related Moves
RIA in a Box gunning for top-notch staff as it readies for Aquiline-fueled roll-up binge, targeting old-school, mom-and-pop compliance competitors
With Ascensus also in its portfolio, Aquiline is showing a penchant for taking dull, fragmented, unloved wealth-management niche businesses and rolling them up into sexier firms
November 29, 2018 at 11:54 PM
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Altegris
Manager Research
Top Executive: Jon Sundt
