RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Barclays"


Headline

Publish date


Matthew Celenza: The barriers are now broken.

Schwab and Dynasty break $1B Celenza team out of Merrill Lynch five years after Barclays effort flags

Matthew Celenza reunites with former Citi contacts Shirl Penney and Todd Thomson to resume shared vision

July 11, 2017 at 2:01 PM

Daniela Pedley and Lauren Cosulich: We've been champing at the bit.

Why two women advisors broke two unwritten breakaway rules en route to taking $500 million to a $3-billion RIA

Daniela Pedley and Lauren Cosulich held back to give the original Summit Trail blazers their earned glory -- but gave notice on a Monday to let clients have their weekend peace

August 21, 2015 at 4:26 PM

 Dave Romhilt: I was having all of these conversations separately and Tom Palecek said, 'What are we going to do about this?'

How exactly five ex-Barclays advisors and one analyst across three time zones combined to make a $3 billion RIA

A 38-year-old researcher played point man in the offensive that formed Summit Trail Advisors with offices in New York, Chicago and San Francisco

August 3, 2015 at 6:35 PM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo