Aug 18, 2010
[Updated] Former wealth manager for Montgomery Securities and Presidio Financial is remaking his [big] practice in wine country as an RIA
Michael Russo is signing clients and making hires from digs in Napa
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Michael Russo is signing clients and making hires from digs in Napa
Jeff Handy becomes part of Argos Wealth Advisors and reunites with old Montgomery Securities rainmaker
The Industry Sourcebook for RIAs