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Articles tagged "Nathaniel Dalton"


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John Copeland's strategy is to take a backseat to RIA principals by letting them own a majority of their firms.

A year after John Copeland came to AMG with blue-ocean RIA growth plan, the publicly owned asset management giant spins him into new venture

Instead of sitting out frothy M&A market for $4-billion-plus RIAs as AMG exec, the now former president of the RIA unit is hustling, with more diverse backers, to crack the chronically stagnant M&A market for small firms

July 12, 2017 at 6:11 PM

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