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A breakaway artist confesses the 'mistakes' he made in ushering PBIG's Hou-Sear team

With its elevators, synchronized watches, office space hijinks and voice-over IP, Luminous Capital was a virtuoso Merrill Lynch defection but not to Matt Sonnen

Author Guest Columnist Matthew Sonnen March 1, 2016 at 5:56 PM
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Matt Sonnen: There were only so many off-hours trips I could make through the service elevator.

Jeff Spears

Jeff Spears

March 2, 2016 — 2:36 PM

Great insight – I would reemphasize the mistakes we see made of not choosing the best IT services. Unfortunately the mass market solutions that we are all familiar with don’t work for the a sophisticated RIA.


Mentioned in this article:

PFI Advisors
Consulting Firm
Top Executive: Matt Sonnen



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