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Articles tagged "Welling"

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David Welling: We are being careful not to tackle too many 'integration' projects out of the gate.

Update on Black Diamond-Advent merger

The sales teams are staying separate but sharing training this week

July 20, 2011 at 3:07 PM
Presidio's Paul Boscacci: Advent has just been a little arrogant in their approach, but they’re changing that.

Black Diamond wins a $4-billion RIA right in Advent's backyard

Presidio execs said they appreciated Peter Hess's involvement, but passed on fellow San Francisco firm

March 17, 2011 at 2:17 PM
Nancy Ma-Apfel: The buzz in the industry and from clients helped convince her to jump from Schwab to Black Diamond.

Black Diamond nabs a Schwab veteran as it gears up for new service approach

Fast-growing software provider is creating separate service team to transfer RIA performance history

August 3, 2010 at 2:53 AM
Karen Lisowski: I’ve consulted directly with some of the largest RIAs and breakaway teams

Black Diamond adds a Fidelity veteran to its sales team

Karen Lisowski will work from San Francisco

March 15, 2010 at 12:56 PM
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