Kelly O'Mara

Too bad. Another business model failed. This is such a tough market to work in. Suppose we just need years (decades?) of trial and error. 

Because banks are so heavily regulated, likely to be more so, and lending always being the core, it’s very hard to respond to market changes. Banks aren’t really designed to do that — nor should they be.

We applaud the effort, however. Good reporting.

How being a $19-billion family office roll-up owned by a bank finally caught up with GenSpring

Sources say that Maria Elena Lagomasino made a last-ditch effort to buy GenSpring.

Argos

Sanctuary

CSI Capital Management

GenSpring

Sun Trust Bank

Thomas Carroll

Jeff Spears

Jeff Roush

Maria Elena Lagomasino

William Rogers

Jean Brunel

The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them. 

Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.

Women of Wealth Management

A fizzled management buyout of the Palm Beach RIA by Maria ("Mel") Elena Lagomasino and other managers preceded the executive exodus, sources say

How being a $19-billion family office roll-up owned by a bank finally caught up with GenSpring

Elmer Rich III

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How being a $19-billion family office roll-up owned by a bank finally caught up with GenSpring

Elmer Rich III

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