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Articles tagged "Trovena"


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Scott Leonard, wife Mandi and sons Luke 7, Jake, 11, and Griffin, 13: The business has no purpose other than to satisfy my personal goals. If my personal need was to go sailing, then I consider the trip a net gain.

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

Christopher Van Slyke: From day one (in 2007), when we merged, he told me he was going to go sailing.

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

Adam Birenbaum: We fundamentally believe that a group will emerge as a large practice that will compete against the wirehouses.

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

Scott Leonard (pictured with his wife Mandi and three sons) is discovering that the race does not always go to those in the fast lane.

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

Scott Leonard with his wife, Mandi.

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

Scott Leonard: This trip was the motivation to make some decisions about hiring good employees and paying them well, even when it’s sometimes been difficult to do that.

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

Ron Rhoades: I have personally observed dozens of my clients, throughout my 25-year legal and then investment advisory career, inform me that their “financial advisor” took them on “for free” and “has never been paid a dime.”
December 7, 2010 at 5:22 AM

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