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Charles Schwab & Co. broker with $1 billion book breaks away 'amicably'

John Khoury spent 14 years in Schwab Chestnut Hill and Framingham branches; he will only keep his assets at Schwab

Author Lisa Shidler December 4, 2023 at 10:33 PM
no description available
John Khoury: While I was at Schwab... much of the investment management was built to scale or handled by third parties.
Brooke Southall and Keith Girard contributed to the editing of this article.

Breakaway Stories

Mr. Not entitled to anything

Mr. Not entitled to anything

December 4, 2023 — 11:34 PM
Don’t mess with the big dog. He was an employee. None of those accounts are his to take!!! Schwab would be setting bad precedent if they allow him to take 1 cent to Fidelity !!!
Sure Thing

Sure Thing

December 5, 2023 — 8:21 PM
So they hired him and have no expectations that he will bring assets or clients? Of course he is going to try to move clients. I look forward to the follow up article outlining the legal actions and the TRO.

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