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Articles tagged "Howard Milstein"


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Howard Milstein: 'I'm thrilled to have finally recruited Liz to the team after collaborating with her.'

'Second to none' Liz Nesvold, enters the PE game and may help give Karl Heckenberg and Joe Duran a run for their money?

The Emigrant Chair fell out with Mark Hurley then lost Karl Heckenberg, but he 'finally' signed the Silver Lane flash to his obvious delight

February 29, 2024 at 5:49 AM

Karl Heckenberg is out to prove he can run an LBO shop without a friendly billionaire.

Karl Heckenberg files with SEC to raise a staggering $1 billion, (presumably) to buy, buy, buy RIA stakes in a 'crowded' market

The former CEO and president of Emigrant Partners has launched the Constellation Wealth Capital Fund with a ten-figure funding target.

August 18, 2023 at 3:56 AM

Karl Heckenberg: It was surprise to them, and if I'm doing my job it should be a surprise.

Karl Heckenberg ends phenomenal five-year run of reining in Mark Hurley, forming Emigrant Partners -- and selling high on long-held RIA stakes -- as bank boss hired gun

Howard Milstein bet on the then-43-year-old to buy back Fiduciary Network for Emigrant Bank, replace a team and find success; now Emigrant Partners must replace its main man at 48

April 12, 2023 at 7:27 PM

Jeff Concepcion: 'I don't want to say there's unlimited dry powder ... [but] there's an awful lot ...'

Jeff Concepcion and Howard Milstein combine to take dead aim at COVID-distressed RIA market -- putting youthful executive energies and a billionaire's capital on a bold path

Both the Stratos Wealth CEO and the owner of Emigrant Bank are known to be conservative in RIA circles, but together -- shooting for upper-strata firms with as much as $750 million -- they are showing uncharacteristic opportunism.

April 24, 2020 at 8:37 PM

Steve Levitt: Maybe it was time for a fresh look.

Howard Milstein scrubs Mark Hurley's stringent contracts with 22 RIAs then buys $1.5-billion semi-RIA through satellite entity with a looser mandate

With its new billionaire owner calling the shots, the Mark Hurley baby is doing some fence-mending but economical deals remain elusive in crowded market

April 18, 2019 at 4:50 AM

Mark Hurley's lawsuit references his "secret sauce" and how he got overtly tossed.

In new $150-million lawsuit, Mark Hurley alleges ex-boss's smears wrecked his valuation, his reputation and his chances of providing capital to RIAs ever again

The trump card for the maverick ex Fiduciary Network CEO was to open across the street with new backers, but the filing clams he may not have that play anymore

December 12, 2018 at 9:36 PM

Mark Hurley: We need a bigger boat. We need a larger investor.

Mark Hurley battles to end his relationship with his billionaire investor

The Fiduciary Network CEO needs a "bigger" investor, he says, as RIA LBO game heats up and he holds upper hand after winning arbitration but Howard Milstein's bank hasn't waved the white flag

November 9, 2017 at 4:08 AM

Mark Hurley: The goal for us is not to build up and flip.

After more than two years of radio silence, Mark Hurley pings with a stake-taking in an under-the-radar RIA

The writer of firebrand reports describes his own company as 'boring' -- questionably -- but lately has lived up to his billing

August 23, 2013 at 5:15 PM

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