People Moves Related to "Zoe Financial discloses stealth raise from big RIAs, even as it launches its own RIA and walks tightrope on potential conflicts"

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Andres Garcia-Amaya taps two industry vets to guide Zoe Financial through the RIA referral market's rocky shoals, which have sunk more than one firm

Backed by a $2 million VC injection from JP Morgan and ex-BlackRock execs, the NYC startup appoints wirehouse veteran Robert Deutsch and Acorns' investment guru Chris Jones to board

People Moves Related to "Zoe Financial discloses stealth raise from big RIAs, even as it launches its own RIA and walks tightrope on potential conflicts"

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October 9, 2018 at 8:55 PM

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People Moves Related to "Zoe Financial discloses stealth raise from big RIAs, even as it launches its own RIA and walks tightrope on potential conflicts"

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October 9, 2018 at 8:55 PM

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