People Moves Related to "How Washington Wealth is using a million-dollar carrot to lure centers of massive wirehouse influence"
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A 20-year Merrill Lynch veteran got Sanctuary Wealth to $10 billion in AUA in 15 months with no outside capital and no time in bed: 'Nobody's slept since April'
Aug 15, 2019Jim Dickson also recruited HighTower talent, Amit Dogra, to bring the old HighTower brokerage model and execute it as HighTower veers toward buying RIAs
Jim Dickson's RIA venture launched with a bang, but high flying co-founder Mark Penske and industry icon Eric Clarke exit board after Emigrant Partners steps in as minority investor
Oct 28, 2025In exclusive interview Emigrant Partners Chair Liz Nesvold stays bullish on the firm, but questions remain about its board, its owners, who's running the company and a hastily rewritten ADV2.
New-look Hightower hires Abby Salameh and takes a 'Hurley-style' stake in a $4.8 billion DFA RIA
May 3, 2019The Chicago roll-up gets a chief marketing officer who gets RIAs as it becomes part-Dynasty, part- Fiduciary Network in adopting a very 2019 deal structure for LourdMurray
Bob Oros starts his CEO life at HighTower Advisors with a town hall meeting and clear authority
Jan 8, 2019The former Fidelity RIA chief now runs his formerly largest RIA client, from Chicago, and with Elliot Weissbluth as chairman, 'inorganic' asset and 'evangelist'