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Fidelity-owned VC pumps $10 million into Quovo, which staffs up and prepares for the big leagues

CEO Lowell Putnam plays on 'second-mover advantage' and gets raves from Steve Lockshin, Ron Carson and Marty Bicknell

Author Lisa Shider May 30, 2017 at 6:09 PM
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Lowell Putnam: We've got the second-mover advantage.

Technology



Related Moves

June 7, 2024 at 11:17 PM

Burt White is busy re-staffing Carson Wealth with trusted non-Carson executives but the new CEO is caught in classic Catch-22 as villain and white knight in alleged sex assault suit

The case raises questions about the perils of how RIAs deal with sexually charged allegations in the financial services workplace.

April 26, 2024 at 2:50 AM

April 10, 2024 at 2:54 AM

Dani Fava is out at Envestnet -- to capitalize on AI revolution at a new firm, she hints

The ex-TD Ameritrade talent was hired by CEO Bill Crager in 2020 to harmonize acquisitions -- not least MoneyGuidePro and Yodlee that the company still grapples with

March 20, 2024 at 1:25 AM

See more related moves

Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Mariner
RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm
Top Executive: Marty Bicknell

Carson Group
Consulting Firm
Top Executive: Ron Carson

Quovo
Portfolio Management System



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