Articles tagged "Welling"

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Update on Black Diamond-Advent merger

The sales teams are staying separate but sharing training this week

July 20, 2011 — 3:07 PM UTC

Black Diamond wins a $4-billion RIA right in Advent's backyard

Presidio execs said they appreciated Peter Hess's involvement, but passed on fellow San Francisco firm

March 17, 2011 — 2:17 PM UTC

Black Diamond nabs a Schwab veteran as it gears up for new service approach

Fast-growing software provider is creating separate service team to transfer RIA performance history

August 3, 2010 — 2:53 AM UTC

Black Diamond adds a Fidelity veteran to its sales team

Karen Lisowski will work from San Francisco

March 15, 2010 — 12:56 PM UTC
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