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Articles tagged "Karl Roessner"


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Chip Roame: Many SPACs have lighter management teams, often led more by investors than by operators. The Lefteris team has three former CEOs.

Heads or tails he wins, but Mark Casady's upside for making his SPAC click is head-spinning because the IPOs will keep flying out the door

SEC filings detail the Lefteris chairman's overnight gains of maybe $50 million, but if the ensuing reverse merger or buy blossoms, it'll trigger a potential virtuous circle.

November 5, 2020 at 8:41 PM

Karl Roessner: A lot of the assets that leave us through that channel do indeed go either to bulge bracket firms or to RIA channel, and it is something that we think we can use to harvest additional share of wallet.

Why exactly E*Trade is paying $275 million cash for Trust Company of America

CEO Karl Roessner cites his firm's high demand for an RIA foothold in a low-supply market to counter RIAs and wirehouses preying on E*Trade's HNW investors

October 20, 2017 at 9:12 PM

Josh Pace nearly doubled Trust Company of America in size before selling it for a giant price.

E*Trade enters RIA custody business by purchasing number five player

The New York-based discount broker buys Trust Company of America with plans to rebrand it and invest heavily in its technology

October 19, 2017 at 11:49 PM

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