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Articles tagged "McWhinney"


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Myra Rothfeld: You walk the floors here and you really feel the energy.

Genworth Financial snags Myra Rothfeld from Citibank

The TAMP is making the former Schwab and Citi executive its head of marketing

September 8, 2011 at 3:05 PM

Suresh Kumar may be the quiet force behind his company's Citigroup win as he puts finishing touches on NetX360, Pershing's fee and transactional platform

Pershing wins Citigroup account and will support its RIA referral network

The win is 'huge' and affirming of NetX360 because the account is big, branded and exclusive, analysts say

December 16, 2010 at 1:55 PM

Charles Goldman: Because this industry is filled with so many wonderful people, I truly believe that the best is yet to come.

Postscript to the story of Charles Goldman parting ways with Fidelity Investments

Many people are still coming to grips with the quick split of the attractive couple

February 11, 2010 at 6:36 AM

David Welling: I was a plant needing to be re-potted.

Former Schwab RIA veteran lands with Black Diamond

Welling looks to bring his big-company experience to fast-growing software firm

January 25, 2010 at 6:42 AM

McWhinney chooses someone she knows and trusts

McWhinney gains aid of Myra Rothfeld

Citi continues to draw on former Schwab talent

October 30, 2009 at 3:53 PM

Matthew Cooper: “These guys are hyper-sensitive to changes in the grid.”

Citi advisors seek potential suitors after McWhinney's tectonic pay shift

Beacon Pointe is busy interviewing nervous Citi advisors

October 14, 2009 at 3:37 AM

Deborah McWhinney: We really don’t have enough teams to serve the market

Citigroup puts RIAs at the center of its strategy to retain banking clients

McWhinney's custody plan for RIAs may reunite her with Charles Goldman

October 6, 2009 at 5:49 AM

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