People Moves Related to "A look inside Schwab's big deal with a small asset manager"
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Young superstar of KKR's meteoric rollup, Beacon Pointe, steps out as CEO and settles in as board chair, while rock solid No. 2 Matt Cooper takes over day-to-day duties
Mar 4, 2026Shannon Eusey, 55, took the Newport Beach RIA to $65 billion from $20 billion in less than five years, and her replacement was head of M&A that fueled the run.
RIA executives who defined $5.5 trillion, 12-year growth run in RIA biz represent new resource -- 'on-tap' senior advisory talent
Jul 11, 2025Of 19 noted CEOs who relinquished the top job since Feb. 2023, 16 now serve in advisory positions at dozens of firms.
Walt Bettinger axes current and former Schwab retail chiefs, Terri Kallsen and Andy Gill; funnels responsibilities to Jonathan Craig, for now
Jul 24, 2019The Schwab CEO is 'restructuring,' which includes cutting the Chairman's Club program that sent 200 top performers to Hawaii on a free junket