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How Frank Campanale's heist, so to speak, of young BNY Mellon Wealth Management stars fits into a bold millennial strategy

The morphed E.F. Hutton venture that is now Lebenthal looks like anything but a retirement home for dusty old brokers from yesteryear

Author Lisa Shidler August 7, 2014 at 7:53 PM
no description available
Frank Campanale: When you find competent private bankers in almost every case they have been successful at bringing business over and growing substantially.

Crosby Nash

Crosby Nash

January 7, 2015 — 10:25 PM

Worst wig I’ve ever seen…...


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Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings

Co-Head Maura Creekmore's departure leaves Harrison at the top by default, but the company is mum on future hiring and how much RIA autonomy gets sacrificed in name of 'convergence.'

January 19, 2023 at 3:31 AM

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October 1, 2019 at 1:06 AM

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

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September 10, 2019 at 10:52 PM

See more related moves

Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Park Sutton Advisors, LLC
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Top Executive: Steven Levitt



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