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Articles tagged "Jonathan Pincus"

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During David Pologe (pictured)'s near 10 year stint at AssetMark, the TAMP grew its AUM by 5,635%.

'Spunky' SMArtX finessed its way to $31.5 billion and began a 'freemium' future, but its new CEO is hedging his bets by hiring a TAMP salesman with a track record that glitters like his own

Just 22 days after swapping the SMArtX presidency for the CEO spot, Jonathan Pincus got David Pologe to help sign on new RIAs and brokers and their client assets.

September 15, 2023 at 2:13 AM

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Articles tagged "Jonathan Pincus"

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September 15, 2023 at 2:13 AM

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September 15, 2023 at 2:13 AM

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