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Articles tagged "Michael Nathanson"


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Marty Bicknell: Sales in the wealth division is hand to hand combat, sometimes in the asset manager world, reputation and being on the right platforms drive business on their own.

The explosive growth to $20 billion AUM of Marty Bicknell's second roll-up-like venture, Montage Investments, and where his $8 billion wealth manager fits in

With admirers saying he takes a page from Warren Buffett, the Mariner Wealth CEO 's side bet on disenfranchised, unappreciated A-grade money managers

February 10, 2014 at 5:23 AM

Adam Birenbaum: We all have our own individual management agreements, which is important to understand.

What RIA principals in the Focus Financial family have to say about a rumored deal for the consolidator

Buckingham/BAM, The Colony Group and LLBH leaders see it as business as usual that Summit would want to roll over ownership of its stake

July 17, 2012 at 3:54 PM

Michael Nathanson promised deals -- and quickly delivered.

Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm

In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator

May 31, 2012 at 5:45 AM

David Canter is bringing an open architecture approach to assimilating intellectual capital at Fidelity.

Fidelity gives its execs a one-day crash course in RIA practice management

As a harbinger of a bigger initiative, the financial services giant called Mssrs. Skiles, Welling, Hurley and Rogers to a room in Boston

October 31, 2011 at 12:37 AM

Michael Nathanson: If there is no IPO, we'd still be comfortable holding shares.

A look inside Focus Financial's big deal with The Colony Group

The Boston RIA put the big New York aggregator under a microscope and used high-end lawyers and investment bankers for added vetting

September 23, 2011 at 4:37 AM

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