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What exactly lured a sparkling Morgan Stanley advisor and $1.2 billion to a retreaded brand name attached to a fledgling RIA

Carrie Gallaway and partner Andrew Stern got no signing bonus but the Lebenthal brand, and what Frank Campanale is building with Fortigent, Envestnet and BNY Mellon, attracted them

Author Brooke Southall March 28, 2014 at 4:38 AM
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Carrie Gallaway's team had to write a check to Morgan Stanley but sees a long-term play with Lebenthal.

Breakaway Stories

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Women of Wealth Management


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June 26, 2014 — 12:52 PM

four. Building the appliance Shop critical … It had been a different tear-jerker of the overall performance on Apple’s account. Apple waterproof coat permitted the populace to work with its creative imagination, motivation and familiarity with technological know-how to deliver these kind of excellent apps ( to start with with the iTouch, up coming the i cellular phone also now the apple ipad tablet) that may press the complex limitations on the smartphone. Now, the identical individuals are working with the apple ipad and it is really still to be witnessed what might be finished together with the pill like computer system. In the event the apple iphone 's indicative of just what the ipad can perform, points are likely to stop up acquiring fairly enjoyable.

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June 26, 2014 — 2:24 PM

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Related Moves

March 9, 2023 at 1:23 AM

Bill Crager shuffles the deck on management team created just seven months ago: Tony Leal is out of 'Big Three' inner circle, replaced by Morgan Stanley vet Rose Palazzo

The RIA software 'trailblazer' and co-founder of MoneyGuidePro has been working on departure for a year; will transition to a 'consultant,' company says

January 7, 2023 at 1:50 AM

November 18, 2022 at 2:56 AM

Envestnet just named an ESG head to meld 'wellness,' 'The Intelligent Financial Life' and 'sustainable investing' into a single nirvana -- that starts outside of the product realm

Ron Ransom earned CEO Bill Crager's trust as chief business development officer and now will define how Envestnet conducts itself as a global citizen and vendor of wellness.

July 27, 2022 at 2:27 AM

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Mentioned in this article:

SalesForce
CRM Software
Top Executive: Marc Benioff

Envestnet Inc
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Top Executive: Jud Bergman



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