People Moves Related to "'Second to none' Liz Nesvold, enters the PE game and may help give Karl Heckenberg and Joe Duran a run for their money?"
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Karl Heckenberg files with SEC to raise a staggering $1 billion, (presumably) to buy, buy, buy RIA stakes in a 'crowded' market
Aug 18, 2023The former CEO and president of Emigrant Partners has launched the Constellation Wealth Capital Fund with a ten-figure funding target.
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.