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Articles tagged "David Barton"


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Dave Welling: All of our 'platform' teams will report to Daniel.

Dave Welling's rollup hits $39 billion of AUM and hires a 37- year-old breakaway from BlackRock to turn internal five-click shopping into a 'single conversation'

The Mercer Advisors CEO in Denver now has a 'president' reporting to him from the Big Apple to take on the specific mission of wiring a national RIA, rather than day-to-day operations at a rollup.

October 21, 2022 at 5:48 PM

Dave Welling: Joe [Duran] does a reasonable job but we're further out on the spectrum of integration.

Determined to out-Joe-Duran Duran's United Capital, Dave Welling moves his $12B roll-up's HQ to Denver

As Mercer's torrid growth accelerates, its new CEO will hyper-unify investments and operations, make deals, pit software vendors against each other and hire like crazy

February 14, 2018 at 6:18 PM

David Barton: We have to live with the decision for a long time.

The TD Ameritrade-Orion pairing again proves productive -- this time to wrest assets from a $3.6 billion Schwab RIA

As part of a barrage of big moves by Mercer Advisors, Tamarac gets superseded for rebalancing

January 25, 2012 at 6:13 AM

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