How exactly five ex-Barclays advisors and one analyst across three time zones combined to make a $3 billion RIA
A 38-year-old researcher played point man in the offensive that formed Summit Trail Advisors with offices in New York, Chicago and San Francisco
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Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession
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Fidelity
Asset Manager for RIAs
Top Executive: Sanjiv Mirchandani
Jeff Spears
An impressive story that reminds me of the successful strategy of independent firm Argos Wealth Advisors.
A huge advantage that most independent wealth management firms do not take advantage of is their ability to work with early life cycle money managers who have a better chance of providing alpha..
Investor
Summit Trail talks a lot about research and offering other investments that weren’t available to them in the past. Where are they getting their research…are they using a product to gain access to this data?
brooke southall
Investor,
Unless I’m mistaken they are using Callan Research. I think that is the Dynasty standard.
Brooke
Investor
Brooke,
I found out. They’re using Smart Vision by evestment. I believe most large firms use evestment.
camelia waxman
Useful writing . I was enlightened by the facts , Does someone know if my assistant could locate a blank Form 1 copy to complete ?
