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How Harter broke away from Morgan Stanley Smith Barney to find new vendors -- and found old friends

Citi wealth management alumni are deeply entrenched at Fidelity and Dynasty Financial Partners and working on better mousetraps

Author Brooke Southall February 9, 2011 at 3:14 PM
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Ed Orazem was one of a fistful of former Citi executives that Alan Harter got back in his camp.

Breakaway Stories



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April 2, 2024 at 1:28 AM

Joanna Rotenberg is departing Fidelity Investments after only two years, writing that she traveled 20,000 miles and successfully split her retail division into wealth and brokerage units

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Mentioned in this article:

Private Client Resources (PCR)
Portfolio Management System, Account Aggregator, Alternative Investments
Top Executive: Bob Miller, CEO



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