RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Why a $2 billion advisor bolted Goldman Sachs' $26 billion, Albany-based RIA and subtracted 12,000 commuting miles

After sandwiching a 20-year hiatus between GE and Goldman, Susan Reese continues her brilliant career at Joe Piazza's RIA startup in a quest for open architecture and closely held ownership

Author Sanders Wommack December 8, 2015 at 5:37 PM
0 Comments
no description available
Susan Reese: I liked the model of the [Joe Piazza] has. It has transparency that's not associated with a large bank.

Breakaway Stories

|

Women of Wealth Management



Related Moves

July 18, 2019 at 6:13 PM

BlackRock, Goldman Sachs will curtail DEI HR outreach to comport with new Trump executive order, but neither signals they want to abandon diverse workforce

The world's larget asset manager will subtract racial and gender targets for job interviews but will find new ways to hire candidates that head off 'groupthink.'

March 5, 2025 at 3:20 AM

RIAs keep Goldman Sachs' hopes alive its RIA custody unit will find legs as $55-billion New Edge signs on and Goldman fills vacated No. 2 custody spot

Predictions are aging badly that Goldman Sachs Advisor Solutions might get nixed as big-pipeline RIAs dial it in, and Jeremy Eisenstein comes off the executive bench to be Adam Siegler's right hand.

October 11, 2024 at 1:17 AM

Goldman Sachs RIA custody No.2 resigns, adding to an exodus at the unit, but insiders say this time the ship is showing signs of righting itself

Cooper Rey is the biggest loss to date, after handing in his notice Thursday morning, but Goldman also has good news after five recent custody wins.

July 23, 2024 at 1:40 PM

See more related moves

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 © 2009-2025 RIABiz Inc. All rights reserved.