RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

As Boston Private and Banyan Partners merge, the Big Three roll-ups become the Big Four

Banyan's Peter Raimondi will lead the combined entity that could morph into a fearsome acquirer

Thursday, July 17, 2014 – 4:23 AM by Lisa Shidler
Admin:
no description available
Clayton G. Deutsch: If you know Peter Raimondi, you know we're not going to sit on cruise control.

Related Moves

Walt Bettinger sheds 'president' title and Bernie Clark gets new boss as Schwab appoints Rick Wurster as president and No. 2 in charge

The Schwab CEO gets 2016 'Windhaven' hire to share burden of governance from enormity of $8-trillion post-TDA, post-USAA, post-Motif growth.

December 20, 2021 – 11:59 PM

Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there

The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam

September 10, 2019 – 10:52 PM


Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Park Sutton Advisors, LLC
Mergers and Acquisition Firm
Top Executive: Steven Levitt




Jeff Spears

Jeff Spears

July 17, 2014 — 7:31 PM

You can call me Ray, You can call me Jay but DON’T call me a Roll-up…

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo