Articles tagged "Moneta Group"
In first major act as Black Diamond/Advent owner, SS&C Technologies hires operation chief of $14-billion RIA to fill new role
Chris Whiting left Moneta Group in September after big changes at that RIA to join the software company that did his firm's performance reporting
December 21, 2015 at 9:11 PM
The explosive growth to $20 billion AUM of Marty Bicknell's second roll-up-like venture, Montage Investments, and where his $8 billion wealth manager fits in
With admirers saying he takes a page from Warren Buffett, the Mariner Wealth CEO 's side bet on disenfranchised, unappreciated A-grade money managers