Articles tagged "GenSpring"
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How an RIA-only serial buyer-hirer sprinted to $2 billion of AUM with pieces from U.S. Trust, Fidelity, Genspring and Wachovia
SignatureFD just says no to hybrids, applies a family office approach and sticks around the Atlanta area -- for now
October 21, 2013 at 5:32 AM
GenSpring offshoot poaches four more as it reimagines the service model for UHNW families
With new talent from Bessemer, HSBC, the SEC and -- of course -- GenSpring, W.E. Family offices is betting that putting the client back in charge is really the way to go
September 23, 2013 at 6:29 PM
A $4.7-billion RIA-under-investment-bank in NYC softens its macho edge by headhunting a top woman from GenSpring
Evercore will make Jewelle Bickford a partner and the gem of its outreach to the other gender
August 21, 2013 at 5:40 AM
One special GenSpring spin-away (the old chief's new venture) is thriving as a $1.6-billion RIA and using a retrofitted stock broker's trick
Miami's Mel Lagomasino, former CEO of J.P. Morgan Private Bank, (and GenSpring) will be a family office that eschews asset-based fees, discretionary assets, commissions and even -- going forward -- its international emphasis
July 7, 2013 at 9:38 PM
How exactly a sports super agency plans to use Dynasty Financial to extend its dominance to the RIA business
Octagon has 800 employees, Michael Phelps and the like as clients but it wealth management arm is not so major league, yet
February 26, 2013 at 4:43 PM
Why a $1.5 billion RIA is selling internally this time -- perhaps with Schwab as 'investment bank' -- after a sale to an outsider went bad
Miller/Russell of Phoenix is partially owned by a client and plans to enlist custodians to finance junior advisors in their quest for partnership
January 7, 2013 at 8:56 PM
How being a $19-billion family office roll-up owned by a bank finally caught up with GenSpring
A fizzled management buyout of the Palm Beach RIA by Maria ("Mel") Elena Lagomasino and other managers preceded the executive exodus, sources say
October 18, 2012 at 5:50 AM
Why this time Dennis Miller is entrusting his $1.3 billion RIA to an advisor who sold his $2 billion RIA
Miller/Russell formerly sold to a bank and so did its new CEO, Mark Feldman; GenSpring and Western Alliance were pretty good partners but it was still a pretty rough experience for the advisors
