RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Why exactly Dave Loeper and a Smith Barney/E.F Hutton legend are teaming up

Leonard Reinhart has ideas about how to market the Richmond, Va.-based firm's patented technology - and alleviate strain

Author Lisa Shidler October 26, 2011 at 4:55 AM
0 Comments
no description available
Leonard Reinhart: What really intrigues me about what he's doing is he's bringing Wall Street back to Main Street.

Steve Winks



Related Moves

September 1, 2022 at 5:11 AM

Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 at 1:42 AM

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 at 11:09 PM


Mentioned in this article:

Sr. Consultant
Consulting Firm
Top Executive: Stephen Winks

State Street Wealth Manager Services
Asset Custodian
Top Executive: Marty Sullivan

MoneyGuidePro
Financial Planning Software
Top Executive: Bob Curtis



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.