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A giant San Francisco RIA is poaching a Northern Trust talent to create a Chicago duchy

Presidio Group is banking on Tom Smith being able to replicate his business building track record on its behalf -- a lot to live up to

Author Lisa Shidler June 14, 2012 at 6:26 AM
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Thomas Smith: There's nothing more exciting than planting the seed and watching it grow.

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January 8, 2019 at 3:09 AM

SEI goes hard after 401(k) plan sponsors by poaching a star from Northern Trust and bundling him up, but he'll be swimming against market trends

The Oaks, Pa.-based TAMP poached Scott Muench from the $10.7 trillion asset-manager and custodian, ending a nationwide search -- and Muench's 19-year streak at the Chicago-based giant

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