Bank founded by ex-Merrill chiefs spurs RIA arm to $3 billion after hiring a former Citi chief as CEO
Fieldpoint took off after hiring Robert Matthews who's attracted advisors from US Trust, Morgan Stanley Smith Barney, Goldman, Bank of America, JPMorgan and Wilmington Trust
Marcella Genua
Great example of a bank/family office which is developing along with the wishes of UHNW families. There are so many banks and family office which do not understand that a UHNWI his needs are different in 2012 compared to for example 1970 (see in this respect also: www.switzerland-family-office.com ). Everybody calls himself family office nowadays as it is in fashion, but most of the offices are small and do not understand the real needs of the HNW community, especially as it is changing. Furthermore most of the private banks are still running an old fashioned business model, not willing to invest in new developments.
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Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners
The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.
September 24, 2019 at 2:02 AM
The exclusive deal SMArtX cinched with Black Diamond is yielding Tiffany results, and now SmartX is hiring to keep up
Growth is not an option for the tiny West Palm Beach concern after its SS&C alliance after AUM all but doubles in recent months requiring more inventory, expertise and staff
April 10, 2019 at 11:05 PM
Mercer Consumer
Insurance
Dynasty Financial Partners LLC
Specialized Breakaway Service, Mergers and Acquisition Firm, RIA Set-up Firm
Top Executive: Shirl Penney
