Morningstar stomps into the 'risk score' game with big weapons, miniscule market share and 'love' from Aaron Klein
The Chicago manager of $244 billion -- and ratings whiz -- will de-nerdify FinaMetrica, use portfolio-side data and push out risk software to 180,000 desktops-- all for free
Jeff Spears
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Six months after 'Nitrogen' reboot, Aaron Klein pulls rip cord on CEO job but will stay on board to jumpstart quest for $1-billion valuation under hand-picked replacement
The Nitrogen CEO is still the largest 'individual' shareholder and promises not to start a new company but he's already launched a side-hustle consultancy
November 15, 2023 at 3:24 AM
Riskalyze replaces Lori Hardwick with Laurie Schultz at board chair and publicly tells her -- and the RIA industry -- it's moved the goalposts to a $1-billion valuation
The Auburn, Calif., firm's new chair already took one risk software firm to unicorn status and promises to 'do what it takes.'
November 24, 2021 at 11:12 PM
Lori Hardwick steps down as AI Labs president and steps up as a gunslinging paladin for Riskalyze and other firms in new gig economy consulting role
The co-founder went to the Tiburon CEO Summit in April and came away with four big consulting gigs that morphed into a new career
June 13, 2019 at 2:48 AM
The upper RIA echelon mass-exit is now at 25 execs and counting -- for 25 'reasons' -- but it's hardly a coincidence, analysts say
Burnout and EBITDA weigh on CEO-types as never-ending exits claim Ron Carson, Aaron Klein, Bernie Clark, Rudy Adolf, Bill Crager and Tim Buckley.
June 7, 2024 at 11:17 PM
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Riskalyze
Tech: Other
Top Executive: Aaron Klein
FinaMetrica
Compliance Expert
Top Executive: Tyler D. Nunnally - (USA)
