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With big LPL backing, the Robertson Stephens brand revives to roll up advisors to the suddenly wealthy

Joe Piazza is taking the once-premium San Francisco investment banking brand and combining with Fortigent to lure brokers to a hybrid platform

Author Brooke Southall March 12, 2013 at 6:24 AM
3 Comments
no description available
Joe Piazza: I have always felt that I was "interrupted" 10 years ago.

Breakaway Stories


Jeff Spears

Jeff Spears

March 12, 2013 — 4:55 PM

Joe is a GREAT salesman and recruiter. Looks like the old Montgomery vs Robertson Stephens war is back on.

Should be fun!

Al

Al

March 13, 2013 — 5:36 AM

There needs to be 2 sides for a war! Montgomery became Thomas Weisel Partners and that’s Stifel now!

Jeff Spears

Jeff Spears

March 13, 2013 — 12:16 PM

My firm, Sanctuary, is backed by ex-Montgomery partners that didn’t go with Thom…


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