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Articles tagged "Mike Brown"


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Penny Phillips: 'We saw open landscape for us to build.'

Penny Phillips is the first millennial woman to launch a rollup, with four Wall Street veterans providing the AUM and capital

Fluent in Greek, the 34-year-old cold-emailed Mark Tibergien at 24, got known at her firm, Thrivos, but now the coach is showing she's got game.

October 25, 2022 at 1:53 AM

Doug Pyle: U.S. Trust possessed that common culture of trust and personal responsibility for our clients.

Dynasty clinches an ex-U.S. Trust advisor's trust by playing its U.S. Trust card

Doug Pyle and Radnor Capital were absorbed by the firm back in 1999 and now they're finding footing in independence again

September 20, 2012 at 4:58 AM

Ed Swenson: This is the big bang.

Attack of the killer app: Dynasty targets the corner-office broker by combining Envestnet and Callan

Cheap research, big manager access and smooth technology may prove a magnetic force

December 5, 2011 at 4:28 AM

Shirl Penney: We wanted [the company] built to last rather than built to flip.

What exactly is Dynasty Financial Partners and why is the Smith Barney execs' startup gaining so much attention?

Some combination of a bold business model, powerful backers and good PR -- lawsuit aside -- made for a good break out of the gate

December 13, 2010 at 2:05 PM

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