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
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.
Top Executive: Matt Sonnen