RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Why two women advisors broke two unwritten breakaway rules en route to taking $500 million to a $3-billion RIA

Daniela Pedley and Lauren Cosulich held back to give the original Summit Trail blazers their earned glory -- but gave notice on a Monday to let clients have their weekend peace

Friday, August 21, 2015 – 4:26 PM by Lisa Shidler
Admin:
0 Comments
no description available
Daniela Pedley and Lauren Cosulich: We've been champing at the bit.

Related Moves

Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners

The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.

September 24, 2019 – 2:02 AM


Mentioned in this article:

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




RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo