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Addepar hires an Advent talent to help head sales, an ex-Lehman exec as COO and an ex-Merrill Lynch strategist

Geoffrey Clauss, Eric Poirier and Caroline O'Mahony all took pay cuts to help position the firm to gobble serious RIA market share

Author Kelly O'Mara May 3, 2013 at 5:11 AM
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Geoffrey Clauss: I'm coming in to help scale this.

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Mentioned in this article:

Addepar
Portfolio Management System
Top Executive: Eric Poirier




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