With IPO clock at 10-years and ticking, Personal Capital makes two big, out-of-character moves to go upmarket and downmarket
With $9 billion in assets, the Redwood City-based national RIA hired the ex-Virgin America CMO Porter Gale to make one brand investors associates with both the freebie tools and the full-priced financial advice its advisors provide mostly from call centers
Author Oisin Breen March 22, 2019 at 7:55 PM
Brian Murphy
March 23, 2019 — 12:23 AM
Porter is a great catch for the team at Personal Capital. She's quite personable and easy to talk to. I'm interested in seeing how she attempts to further differentiate the firm from competitors - especially since the FinTech space is quite a bit different than others she's executed in.
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