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Brian O'Regan

4 articles

Articles tagged "Brian O'Regan"

The real and metaphorical hire of Peg Pike in its execution and promise made for a stunning webinar.

Dec 1, 2014

Three RIAs, three big-time hires and the story of how it all came together

Dwight Mikulis, Steve Janachowski and Marty Bicknell reveal their contrasting hiring styles and why chief operating officer is the job du jour in the RIA industry.

Kevin Corbett: For me, it was picking my favorite client and spending more time with them.

Jul 16, 2014

In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab

Mariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies

Marty Bicknell: There will absolutely be more deals [this year].

Feb 2, 2012

Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bank

CEO says Kansas firm will also add 100 advisors in its quest to become $50 billion company

Brian O'Regan: I love building things and I could do that both with Fidelity and Mariner.

Dec 9, 2011

Big Midwestern RIA hires away a Fidelity exec to realize its $50 billion plan

Mariner Wealth Advisors has reached a critical size where professional management is called for

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Brian O'Regan

Articles tagged "Brian O'Regan"

Three RIAs, three big-time hires and the story of how it all came together

In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab

Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bank

Big Midwestern RIA hires away a Fidelity exec to realize its $50 billion plan

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