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What exactly lured a sparkling Morgan Stanley advisor and $1.2 billion to a retreaded brand name attached to a fledgling RIA

Carrie Gallaway and partner Andrew Stern got no signing bonus but the Lebenthal brand, and what Frank Campanale is building with Fortigent, Envestnet and BNY Mellon, attracted them

Friday, March 28, 2014 – 4:38 AM by Brooke Southall
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Carrie Gallaway's team had to write a check to Morgan Stanley but sees a long-term play with Lebenthal.

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Envestnet just named an ESG head to meld 'wellness,' 'The Intelligent Financial Life' and 'sustainable investing' into a single nirvana -- that starts outside of the product realm

Ron Ransom earned CEO Bill Crager's trust as chief business development officer and now will define how Envestnet conducts itself as a global citizen and vendor of wellness.

July 27, 2022 – 2:27 AM

Envestnet and Edmond Walters end odd couple 'Apprise' relationship with buyout, but leave open the door to jointly pursue RIA-to-entrepreneur dashboard... later

The MoneyGuidePro owner and eMoney founder execute clean break with Apprise IP rebranded as 'Wealth Studio.' Walters off to the races with a startup and vague promise to collaborate later.

April 6, 2021 – 12:50 AM

Oisín's Doubletakes: Clara Shih returns to Salesforce after 11-year hiatus • Focus reloads for M&A with $500 million debt raise, taking its credit north of $1.5 billion • Goldman Sach's 2020 partners list looks less homogenous -- even 'accretive' of women

Former HearSay CEO returns to her mother corporation • Focus Financial Partners debt levels soar 50% on fresh debt issuance • Goldman adds diversity, but snubs Marcus partnerships

February 6, 2021 – 2:39 AM

Envestnet turns to former FIS executive -- and replaces a CTO -- to help shape up the firm's disparate offerings into a unified whole around the concept of 'wellness'

The Chicago outsourcer gets Donna Peeples to harmonize products and marketing to move beyond the 'TAMP' label as Orion contends for market share with Brinker added.

November 10, 2020 – 2:45 AM

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Mentioned in this article:

CRM Software
Top Executive: Marc Benioff

Envestnet Inc
Top Executive: Jud Bergman



June 26, 2014 — 12:52 PM

four. Building the appliance Shop critical … It had been a different tear-jerker of the overall performance on Apple’s account. Apple waterproof coat permitted the populace to work with its creative imagination, motivation and familiarity with technological know-how to deliver these kind of excellent apps ( to start with with the iTouch, up coming the i cellular phone also now the apple ipad tablet) that may press the complex limitations on the smartphone. Now, the identical individuals are working with the apple ipad and it is really still to be witnessed what might be finished together with the pill like computer system. In the event the apple iphone 's indicative of just what the ipad can perform, points are likely to stop up acquiring fairly enjoyable.



June 26, 2014 — 2:24 PM

As it really is a pre-beta variety of for developer, it’d not be stable or do the job adequately because the final variety of the plan will. Microsoft suggests not by utilizing this inside a production atmosphere or in the particular machines. Get a spare a person if you want to test drive it. Also, some item capabilities and functionality may need innovative or extra hardware, or installing of other software.

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