The top 10 people to watch in the RIA business in 2012, Part 2
Keeping an eye on those gaining the most ground in the fleet-footed RIA industry
Related Moves
Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners
The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.
September 24, 2019 at 2:02 AM
How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times
Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year
August 19, 2020 at 2:18 AM
His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos
Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth
October 5, 2018 at 7:40 PM
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
Omniscient Enterprise Advisor
CRM Software
Top Executive: Felipe Luna
Bill Winterberg
For spot #2, I would have selected Jon Patullo, Managing Director of Technology Product Management at TD Ameritrade Institutional.
Consider the growth of the Technology Product Management team managed by Patullo, starting from essentially a single handful of employees to a group of dozens today.
What Patullo’s team is achieving with Veo® Open Access is something to be followed closely in 2012 as a driving force for the RIA business.
Jeff Spears
Now I know what it feels like to be a Cubs fan…“Wait 'till next year”
Impressive list.
