Articles tagged "Brian Parker"

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Rich Gill: $20 billion in assets under management in five years [for each of EP Wealth Advisors, the Forbes Family Trust, and MAI Capital Management] is a goal that we discussed and we all think it is doable and I think we're more or less already on the trajectory to get there.

One year on, John Copeland's roll-up growth is slow but expectations remain steadfast for big snowball

The founder of Wealth Partners Capital Group sweet-talked AMG into spinning off WPCG to go after plentiful smaller sellers but courtships can't be rushed

June 18, 2018 at 7:52 PM

Derek Holman: We had grown to the point where the business took up most of the day.

Looking for a second growth spurt, a billion-dollar-plus RIA hires away a Nuveen global ops man

Patrick Goshtigian, new president of EP Wealth Advisors has taken over back-office operations from its founders and is also heading up its expansion efforts

February 10, 2012 at 5:22 AM

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Articles tagged "Brian Parker"

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June 18, 2018 at 7:52 PM

February 10, 2012 at 5:22 AM

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Articles tagged "Brian Parker"

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June 18, 2018 at 7:52 PM

February 10, 2012 at 5:22 AM

RIABiz Directory

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