Articles tagged "Marc Squires"
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Fidelity shifts course -- and gears -- on RIA leadership by naming relational co-heads to fill the role held singly by departing, technology-focused Rohit Mahna
The Boston company's clearing custody grew to $5.1 trillion from $4.2 trillion under Mahna's leadership as head of client growth, where technology took priority, but two relationship managers are taking his place.
November 22, 2025 at 3:07 AM
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