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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

Author Brooke Southall August 18, 2010 at 6:25 AM
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Michael Russo: Once a practice gets too big, not all the assets can be funneled to top-notch boutique managers.

Jeff Spears

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Jeff Handy

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Brodie Cobb

Argos Wealth Advisors

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Montgomery Securities

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Presidio

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