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Articles tagged "Neal Simon"


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The fate of Neal Simon's US Senate bid at the polls tomorrow will reverberate at the the $6B RIA he took leave from to run.

With his CEO hell-bent for election, Bronfman Rothschild president Michael LaMena reunites Fortigent's terrible two with a key poach

Neal Simon is running for U.S. Senate as an independent, an unusual risk; he also took precautions to make sure his $6.1B RIA roll-up finds its feet regardless of the mood of the Maryland electorate

November 5, 2018 at 8:06 PM

Neal Simon: The system is broken.

Fed up owner of $5.4 billion RIA prepares to run for U.S. Senate as independent

Neal Simon, CEO of Bronfman Rothschild and advocate of The Centrist Project, has exploratory committee in place and will decide by February

December 20, 2017 at 10:13 PM

Brent Brodeski: We are being deemed 'have-nots' for being in the professional services and financial services businesses.

Why Brent Brodeski, a $6-billion GOP RIA, is in a furious full-time fight against the Republican RIA-unfriendly tax bill

The Rockford, Ill.-based owner of $6-billion Savant Capital makes appeals to Paul Ryan, Ron Johnson and other GOP higher-ups after LLC income gets short shrift

December 14, 2017 at 12:44 AM

Neal Simon:  We will see the emergence of five to 10 very large regional and national RIAs, and that Bronfman Rothschild is well-positioned to become one of them.

How Neal Simon parlayed a hoity-toity family office RIA into a $5 billion serial buyer in two years by letting the whale swallow him first

The CEO of Bronfman E.L. Rothschild engineered nine roll-ins and liftouts since 2015 and, with a key Cantor Fitzgerald hire, is now turning a hungry eye on NYC

May 11, 2017 at 9:52 PM

Advisors converged at the Bellagio this week to witness the ongoing integration of Advent and Black Diamond.

Advent envisions a cloud-based world under stormy Las Vegas skies at the software giant's annual confab

With more than 100 breakout sessions -- not counting Black Diamond's dozen -- the conference provided deep dives into the joined firms' bag of wares

September 13, 2012 at 4:44 AM

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