Articles tagged "Rob Fiore"
With Addepar muscling in, original UHNW software force PCR hires new CEO, triples engineering staff, kills off asset-based pricing and seeks more RIAs
Plucky Bob Miller is replacing Rob Fiore at the Wilton, Conn. firm with a keen sense of UHNW hegemony and willingness to take half an RIA loaf for reporting on managed illiquid assets
December 30, 2016 at 7:14 PM
Private Client Resources is a software darling of private banks but can it conquer RIAs?
The Connecticut firm has experience and technology and a new CEO sees a swelling pipeline of RIAs