Penny Phillips is the first millennial woman to launch a rollup, with four Wall Street veterans providing the AUM and capital
Fluent in Greek, the 34-year-old cold-emailed Mark Tibergien at 24, got known at her firm, Thrivos, but now the coach is showing she's got game.
IRAKLIS KOURTIDIS
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After 13 years in the Shirl shadow, Ed Swenson gets a mandate to grow a $20-billion corporate RIA as old AIG IBD unit, Advisor Group, reorganizes and seeks new brand identity
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InvestmentNews brings in 'turn-around specialist,' and a 'chief revenue officer,' following pandemic battering; then top editor and two reporters jump ship
InvestmentNews is adding people on the business side and losing veterans on the editorial side after suffering staggering COVID hit to live events, and its publisher calls modus operandi changes 'permanent.'
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