Articles tagged "Bob Miller"
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Private Client Resources does deal with 'barbarians' after one with Envestnet and before CAIS
After CEO Bob Miller executed a turnaround, ex-KKR execs rewarded him with buyout of majority stake -- and wiped away nasty $12-million balloon note
June 27, 2019 at 5:11 PM
Oisin's Two Bits: Private Client Resources hires bankers, but not, CEO says, for an exit; TD Ameritrade does eight account-opening deals with vendors
The UHNW software firm of Quovo aspect characterizes banker hire as capital search; TD is working to make open API an edge in digital account opening
February 15, 2019 at 11:13 PM
Seeking loan of $2 million, PCR discloses $12-million payment due in 2020 -- putting 'sale' on the table, offering memorandum shows
Private Client Resources, founded in 2000 projects it will break even next year but declines to say how it'll pay back mounting pile of loans
March 19, 2018 at 7:03 PM
What exactly to make of PCR 'doubling' assets to $250B in an eye-blink amid Addepar's inescapable presence
CEO Bob Miller pivoted to safer 'aggregation' ground where margins are slimmer but competition may be lighter
March 13, 2018 at 9:12 PM
Addepar secures Morgan Stanley account by winning a test of wills and unleashing a small army on Manhattan
Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?
January 18, 2017 at 9:29 PM
With Addepar muscling in, original UHNW software force PCR hires new CEO, triples engineering staff, kills off asset-based pricing and seeks more RIAs
Plucky Bob Miller is replacing Rob Fiore at the Wilton, Conn. firm with a keen sense of UHNW hegemony and willingness to take half an RIA loaf for reporting on managed illiquid assets
