Articles tagged "Brian Parker"
One year on, John Copeland's roll-up growth is slow but expectations remain steadfast for big snowball
The founder of Wealth Partners Capital Group sweet-talked AMG into spinning off WPCG to go after plentiful smaller sellers but courtships can't be rushed
June 18, 2018 at 7:52 PM
Looking for a second growth spurt, a billion-dollar-plus RIA hires away a Nuveen global ops man
Patrick Goshtigian, new president of EP Wealth Advisors has taken over back-office operations from its founders and is also heading up its expansion efforts