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'Spunky' SMArtX finessed its way to $31.5 billion and began a 'freemium' future, but its new CEO is hedging his bets by hiring a TAMP salesman with a track record that glitters like his own

Just 22 days after swapping the SMArtX presidency for the CEO spot, Jonathan Pincus got David Pologe to help sign on new RIAs and brokers and their client assets.

Author Oisin Breen September 15, 2023 at 2:13 AM
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During David Pologe (pictured)'s near 10 year stint at AssetMark, the TAMP grew its AUM by 5,635%.
Brooke Southall and Keith Girard contributed to the editing of this article.

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June 26, 2024 at 12:45 AM

Chafing at new 'governance,' Evan Rapoport resigns as SMArtX CEO, 15 months after Morningstar became its largest PE investor and giant customer -- and weeks after pivot toward 'freemium' strategy

The West Palm Beach entrepreneur 'endorses' the stictures that hastened his exit, but he's looking foward to green pastures unfettered by rules that more mature companies employ.

August 17, 2023 at 2:37 AM

The exclusive deal SMArtX cinched with Black Diamond is yielding Tiffany results, and now SmartX is hiring to keep up

Growth is not an option for the tiny West Palm Beach concern after its SS&C alliance after AUM all but doubles in recent months requiring more inventory, expertise and staff

April 10, 2019 at 11:05 PM

SMArtX is loading up on Envestnet talent as re-peopling rolls on -- post Morningstar disruption -- with two hires from the Berwyn, Pa., TAMP

The West Palm Beach, Fla., TAMP is getting Courtney Robertiello and Jacqueline Burke, and their staggering 29 years of experience for 'growth and innovation,' the company says.

July 4, 2024 at 2:09 AM

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Mentioned in this article:

HedgeCoVest
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Top Executive: Evan Rapoport

SMArtX Advisory Solutions
TAMP
Top Executive: Evan Rapoport



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