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Articles tagged "Folio Dynamix."

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Carrie Gallaway's team had to write a check to Morgan Stanley but sees a long-term play with Lebenthal.

What exactly lured a sparkling Morgan Stanley advisor and $1.2 billion to a retreaded brand name attached to a fledgling RIA

Carrie Gallaway and partner Andrew Stern got no signing bonus but the Lebenthal brand, and what Frank Campanale is building with Fortigent, Envestnet and BNY Mellon, attracted them

March 28, 2014 at 4:38 AM

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Articles tagged "Folio Dynamix."

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March 28, 2014 at 4:38 AM

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Articles tagged "Folio Dynamix."

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March 28, 2014 at 4:38 AM

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