Brooke Southall

Evercore feasts on veterans of an elite Wells Fargo wealth management unit

Martha Pomerantz has helped raise billions of AUM from places like small-town South Dakota.

U.S. Trust

Evercore

Lowry Hill

Wells Fargo Family Wealth

Calibre

Martha Pomerantz

Jeff Maurer

<p>The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them.</p> 

<p>Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.</p>

Women of Wealth Management

Weaned on U.S.Trust talent, the New York-based RIA now has a Midwestern foothold and a formula for big-time poaching

Evercore feasts on veterans of an elite Wells Fargo wealth management unit

Related Moves

July 2, 2019 at 6:33 PM

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