RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Why exactly Dave Loeper and a Smith Barney/E.F Hutton legend are teaming up

Leonard Reinhart has ideas about how to market the Richmond, Va.-based firm's patented technology - and alleviate strain

Author Lisa Shidler October 26, 2011 at 4:55 AM
Admin:
0 Comments
no description available
Leonard Reinhart: What really intrigues me about what he's doing is he's bringing Wall Street back to Main Street.

Related Moves

Infamous stockbroker resolves civil suit stemming from violent tirade -- the apparent final chapter in an incident that went viral and forever branded him the 'Fairfield Smoothie Guy'

Broker Jim Iannazzo went all out with high-powered attorneys and slick Las Vegas crisis pr team to limit the damage from his actions, but whether he can ever live down the incident remains to be seen.

September 1, 2022 at 5:11 AM

Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 at 1:42 AM

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 at 11:09 PM


Mentioned in this article:

Sr. Consultant
Asset Manager for RIAs
Top Executive: Stephen Winks

State Street Wealth Manager Services
Asset Custodian
Top Executive: Marty Sullivan

MoneyGuidePro
Financial Planning Software
Top Executive: Bob Curtis




RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo