Articles tagged "Trovena"
Where Scott Leonard's life stands after serving his RIA clients mostly from sea for 2 1/2 years, what cut his trip short and what was most unexpected
The odyssey took a $200-million-in-AUM toll in addition to a partner split and Leonard, 45, still faces, psychologically, the task of building a business from 'scratch'
November 27, 2013 at 6:09 AM
Scott Leonard's 2-1/2-year boat odyssey around the world is followed by split with his partner
Christopher Van Slyke realized Trovena was presented with fast-arising opportunities he couldn't pursue with Leonard at sea
November 22, 2013 at 5:47 PM
Top 5 most influential RIA figures of 2012 going into 2013
Putting their own capital -- and that of trusting others -- into their own edge-cutting ideas, these guys plow ahead with smiles on their faces
March 13, 2013 at 9:11 PM
The advisor who sailed off grid and found a new business model for his $550-million RIA on the way
The head of a latter-day Swiss Family Robinson has been running his firm from a 50-foot catamaran for more than two years -- with unexpected results
August 13, 2012 at 5:43 AM
RIA on the waves: Scott Leonard's three-year adventure running his practice from a sailing ship at sea
The advisor has encountered bigger challenges than even he imagined and, during Hurricane Irene, learned the true definition of working remotely
September 19, 2011 at 4:15 AM
Advisor spotlight: How one advisor is building his practice to sustain a three-year sailing sabbatical
Having built two businesses and a $450 million book with a partner, Scott Leonard has made himself intentionally irrelevant now
January 18, 2011 at 2:28 PM
One-Man Think Tank: The fiduciary standard may sink Wall Street's advisors-on-yachts. Should we care?
How much should a professional investment advisor make?