Feb 28, 2013
This RIA recruited the Morgan Stanley manager who almost recruited him ...
... right after he grabbed a Fortigent CIO-type and hotshot Merrill advisor
Person
Leo Kelly
2 articles
Articles tagged "Leo Kelly"
Feb 23, 2012
HighTower wins a $700 million Merrill Lynch advisor in Maryland horse country and wrests an LA-based IAR from an RIA
The Chicago consolidator's transitions teams had a brutally busy Presidents' weekend bringing aboard teams on both coasts simultaneously, from Merrill and The Presidio Group
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