Scott Dell'Orfano lands at a $1.4 billion RIA with plans to deal its way to $10 billion
The ex-Fidelity RIA exec will oversee the spending of private-equity capital on behalf of Peter Raimondi's burgeoning RIA
Fidelity
Asset Manager for RIAs
Top Executive: Sanjiv Mirchandani
DeVoe & Company
Consulting Firm
Top Executive: David DeVoe
Mariner Wealth Advisors
RIA Welcoming Breakaways, RIA Serving Endowments/Foundations, Advisory Firm
Top Executive: Marty Bicknell
Jeff Spears
We need to coin a new phrase – “breakway custodian exec”
Brooke Southall
Jeff,
You are right! The fact that RIAs have the critical mass to hire people from
the professional managerial class continues to be one of those quiet fundamental
changes that bodes well for sustained growth of this business.
Brooke