RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

How a $2.7 billion LA-based RIA known for its referral-by-referral growth jumped on a chance to grab a Virginia Trust officer

Can an alum of mammoth Fiduciary Trust Company International with a book of business focused on young lawyers find happiness in a big mom and pop?

Author Lisa Shidler December 20, 2012 at 5:44 AM
0 Comments
no description available
Peter Carnathan: For me, the movement in the direction of a boutique size firm is a very good fit, and it makes very good sense.

Jeff Spears



Related Moves

July 23, 2020 at 1:42 AM


Mentioned in this article:

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina



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.