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Private Client Resources (PCR)

5 articles

Articles tagged "Private Client Resources (PCR)"

Bob Miller: By 2014 the UHNW reporting market became the target of major well-funded brands.

Jun 27, 2019

Private Client Resources does deal with 'barbarians' after one with Envestnet and before CAIS

After CEO Bob Miller executed a turnaround, ex-KKR execs rewarded him with buyout of majority stake -- and wiped away nasty $12-million balloon note

Craig Pearson: [Clients] said: If you come back, we're here.

Apr 25, 2018

A higher bidder ripped WealthTouch from Craig Pearson's grasp but his startup could rip the clients, free of charge, right back -- and leave Addepar gasping

After his noncompete expired, the founder and CEO of Private Wealth Systems is welcoming old UHNW managers whose language he speaks

Eric Poirier: You don't want to be orphaned.

Jan 18, 2017

Addepar secures Morgan Stanley account by winning a test of wills and unleashing a small army on Manhattan

Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?

Bob Miller: Although we compete with Addepar in the reporting domain we also provide services that they do not.

Dec 30, 2016

With Addepar muscling in, original UHNW software force PCR hires new CEO, triples engineering staff, kills off asset-based pricing and seeks more RIAs

Plucky Bob Miller is replacing Rob Fiore at the Wilton, Conn. firm with a keen sense of UHNW hegemony and willingness to take half an RIA loaf for reporting on managed illiquid assets

Private Client Resources (PCR)

Articles tagged "Private Client Resources (PCR)"

Private Client Resources does deal with 'barbarians' after one with Envestnet and before CAIS

A higher bidder ripped WealthTouch from Craig Pearson's grasp but his startup could rip the clients, free of charge, right back -- and leave Addepar gasping

Addepar secures Morgan Stanley account by winning a test of wills and unleashing a small army on Manhattan

With Addepar muscling in, original UHNW software force PCR hires new CEO, triples engineering staff, kills off asset-based pricing and seeks more RIAs

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