Articles tagged "Jeff Handy"
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[Updated] Former wealth manager for Montgomery Securities and Presidio Financial is remaking his [big] practice in wine country as an RIA
Michael Russo is signing clients and making hires from digs in Napa
August 18, 2010 at 6:25 AM
Former head of private client unit at Thomas Weisel Partners joins an RIA
Jeff Handy becomes part of Argos Wealth Advisors and reunites with old Montgomery Securities rainmaker