Headed by a newly hired HighTower gun, Third Seven roll-up nears $1B mark after adding the $140 million of Schwab exec-turned-RIA's practice without writing a check

Tracy Ann Miller sees succession nirvana and a favorable equity swap that make up for lost autonomy as she finds common ground with Amit Dogra

Author Oisin Breen March 2, 2019 at 12:39 AM

1 Comment

Tracy Ann Miller: Growing something is a lot more fun than selling something ... [but now] should I decide to sell, I don’t have to look very far for a potential buyer.

People Moves

Robert Fantel

March 2, 2019 — 9:44 PM

What is the scoop on HighTower’s latest acquisition? Hard to reconcile the headline numbers versus the ADV for an RIA formed in Jan 2019

Headed by a newly hired HighTower gun, Third Seven roll-up nears $1B mark after adding the $140 million of Schwab exec-turned-RIA's practice without writing a check

Robert Fantel

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Headed by a newly hired HighTower gun, Third Seven roll-up nears $1B mark after adding the $140 million of Schwab exec-turned-RIA's practice without writing a check

Robert Fantel

RIABiz Directory

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