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The 10 takeaways Chip Roame imparted at his Tiburon CEO Summit in NYC and other items I gleaned by gumshoe reporting

From the Battery Ritz common space, disembodied text and email recipients appear in human form

Thursday, April 6, 2017 – 5:26 PM by Janice Kirkel
Admin:
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Dashing to catch a plane, Pershing's Lisa Dolly updated me on the company's COO search. ​

Related Moves

After 401(k) account growth catapults ahead of curve, Vestwell CEO scrambles to make big hires and abdicates chairmanship to freed-up Lori Hardwick

Eying projected 300% plan sponsor growth, Aaron Schumm has promoted one executive, added another and reshuffled Vestwell's board, putting Hardwick on top.

October 14, 2021 – 8:58 PM

How Aaron Schumm got Goldman Sachs' brightest young star aboard; he jammed in a meeting for a friend and accepted an offer he couldn't refuse--$30 million

The Vestwell CEO gets Rana Yared, the 35 year-old Goldman partner, on his board as part of the $30-million round she made happen

July 2, 2019 – 11:20 PM

Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million

The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup

April 30, 2019 – 5:25 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

See more related moves

Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

BrightScope, Inc.
Data and ratings for RIAs




Tim Medley

Tim Medley

April 6, 2017 — 8:06 PM
Good journalism.
Stephen Winks

Stephen Winks

April 7, 2017 — 2:58 PM
Chip's thought that Merrill will dispense with commissions within five years certainly would align its brokers with fiduciary duty, but is almost too much to hope for. Merrill would emerge as the market leader, transforming the entire industry. SCW

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