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Peter Mangan and wily Dan Skiles host pre-elite RIAs on their Torrey Pines turf with bragging rights and a sense of SSG style

Shareholder Services Group's 1,600 hundred strong advisor army marches on its stomach as it racks up three firms a week without much marketing and few retail branches

Author Tim Welsh May 1, 2019 at 6:01 AM
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Dan Skiles constructively wields the largest staff lunch budget in RIA custody

Conferences



Mentioned in this article:

Shareholders Service Group
Asset Custodian
Top Executive: Peter Mangan



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