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Why Deloite Touche talent is such a coveted building block at some esteemed RIAs

The changing challenge of serving the ultra-affluent is demanding skills that look more like Big Four accounting than the four wirehouses

Author Lisa Shidler August 16, 2012 at 6:35 AM
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Rob Francais: I knew they were cut from the same cloth.

Cecile Munoz

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Tim Kochis

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Michael Brown



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July 16, 2022 at 1:35 AM

Dave Welling's rollup hits $39 billion of AUM and hires a 37- year-old breakaway from BlackRock to turn internal five-click shopping into a 'single conversation'

The Mercer Advisors CEO in Denver now has a 'president' reporting to him from the Big Apple to take on the specific mission of wiring a national RIA, rather than day-to-day operations at a rollup.

October 21, 2022 at 5:48 PM


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