Sep 3, 2010
Jefferies & Co. deletes the Putnam Lovell brand but three former bankers are betting on an M&A resurgence in wealth management
The investment banking brand was preeminent until it got purchased and the M&A market tanked
Person
Keith Mitchell
4 articles
Articles tagged "Keith Mitchell"
Feb 23, 2010
New M&A firm with Putnam Lovell alumni appears on the wealth management landscape
Mitchell Hartley straddles world of asset management and wealth management
Aug 18, 2009
How it's going at RIABiz after 10 days
Better-than-expected start energizes RIABiz team