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After $30-million VC raise, 106 hires and topping $1 trillion of AUA, Vestmark is no longer just that UBS-LPL TAMP engine in the Massachusetts suburbs

Rob Klapprodt is helping reinvent his 'aggressive' firm to compete with the 'Vestmark' brand

Monday, March 12, 2018 – 7:53 PM by Oisin Breen
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Rob Klapprodt: “We are [now] at the front end of a more aggressive push into the independent RIA channel.

Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli

Vestmark
Portfolio Management System
Top Executive: Michael Blundin




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