Mar 19, 2014
After a brief mini-Schwab era, Trust Company of America gets back to non-conformity and success
New CEO David Barry is concentrating on making fast-growing TAMPs-to-IARs grow even faster
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David Connelly
2 articles
Articles tagged "David Connelly"
Jun 30, 2011
Advisor Spotlight: Two small Dean Witter breakaways are now Symmetry, a big DFA TAMP
David Connelly and Patrick Sweeny grew to $6.5 billion of assets largely as an exclusive DFA shop but recent added Vanguard, BlackRock and State Street ETFs
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