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The 47 year-old St. Louis phenom takes over from the 58 year-old ex-Colony CEO but with the same steep challenge of making 70 autonomous RIA units work more collaboratively, while adding more RIAs.
The esteemed New York City PE firm gave Michael Nathanson and Adam Birenbaum great powers to buy, and they are encountering little resistance -- and much unlocked value -- to wholesale restructuring
The 46-year-old CEO of Buckingham Wealth's 'long game' approach keeps paying dividends; it comes down to his approach to relationships
The CEO of Colony, the $22-billion Boston RIA, is buying $10.4-billion GW & Wade from Focus, making him buyer and seller, as he takes the reins as first permanent Focus CEO since Rudy Adolf.
With admirers saying he takes a page from Warren Buffett, the Mariner Wealth CEO 's side bet on disenfranchised, unappreciated A-grade money managers
Buckingham/BAM, The Colony Group and LLBH leaders see it as business as usual that Summit would want to roll over ownership of its stake
In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator
As a harbinger of a bigger initiative, the financial services giant called Mssrs. Skiles, Welling, Hurley and Rogers to a room in Boston
The Boston RIA put the big New York aggregator under a microscope and used high-end lawyers and investment bankers for added vetting
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