Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors
San Diego event celebrates emerging advisors and their emerging custodian
Karyn DeJong
Great article about a terrific conference! SSG delivered a conference packed full of engaging content and valuable networking opportunities. Bill Winterberg added fuel with his 'live from Coronado’ approach… and a great time was had by all! One of my favorite conferences just keeps getting better!
Pete Giza
Tim,
When I was at RedBlack I had the privilege to work with Dan Skiles on a technology partnership. In the end we were able bring advanced software to burgeoning RIA firms. It was a great experience and it was exciting to watch SSG’s growth then add it is today. You always knew when you were talking to Dan or Peter that they were serious about their niche and going somewhere. I also had the privilege of attending their first venue which provided an atmosphere of friendship and valuable networking. Congratulations for giving the power to the emerging firm.
Pete Giza | VP Bus Dev | WealthSite Inc
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