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Swatting aside 'doubters,' Joe Piazza uses an improbable hook to nab Wells Fargo private bankers -- pent-up Addepar lust

Robertson Stephens chief learns it's easier to court advisors winning Silicon Valley wealth using Made-in-Mountain-View software

Author Lisa Shidler April 30, 2014 at 5:26 PM
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Joe Piazza: I prefer to let my actions and the success of our firm speak to the doubters.

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Mentioned in this article:

Fidelity
Asset Manager for RIAs
Top Executive: Sanjiv Mirchandani

Addepar
Portfolio Management System
Top Executive: Eric Poirier




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