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A Harvard lawyer, a Columbia MBA and an engineer break away from AllianceBernstein private client unit to form an RIA

The San Diego-based advisors may be among the first to leave the company to turn independent

Author Brooke Southall June 16, 2010 at 5:25 AM
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Marc Channick: Any of the three of us could have turned the other two in and tripled their book of business

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Related Moves

August 13, 2022 at 12:39 AM

Looking past Covid-19 pandemic, Louisiana RIA buys $1-million building after hitting $1 billion in AUM and hiring the town's mayor

Summit Financial Wealth Advisors was sold to Focus Financial in 2014, growing its assets by $400 million since then but keeping staffing about the same

December 17, 2020 at 3:02 AM


Mentioned in this article:

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf



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