Encouraged by early success in New York, Edelman ramps up office openings
Big Virginia RIA sees an opportunity in wirehouse fumbling and he's grabbing it
Author Elizabeth MacBride March 25, 2010 at 5:27 AM
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John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months
The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown