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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

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

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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Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

BrightScope, Inc.
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