Articles tagged "Steve Braverman"

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Steve Braverman, co-CEO of Pathstone, downplayed any perception of Convergent advisors as damaged goods.

City National sells off salvaged remains of Convergent Wealth Advisors, but not before Convergent sheds nearly $7 billion of AUM

After a trifecta of traumas, Mark Hurley steps in to fund and help construct deal with Pathstone and PagnatoKarp; cuts a deal with four younger advisors to start segmented division

September 13, 2016 at 5:26 PM

Scott Welch says his company's success can be attributed to putting manager research and reporting under one roof.

How Fortigent got $50 billion on its platform by treating an RIA pain-point

The Rockville, Md.-based company was early in the high-end of the market but other outsourcers are catching on

September 12, 2011 at 1:51 PM

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Articles tagged "Steve Braverman"

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September 13, 2016 at 5:26 PM

September 12, 2011 at 1:51 PM

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Articles tagged "Steve Braverman"

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September 13, 2016 at 5:26 PM

September 12, 2011 at 1:51 PM

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