Brooke Southall

Since I share a similar back ground working for Montgomery Securities instead of Robertson.  The two concerns I have are the advisors that I worked with long in the tooth.  A good friend and competitor often asked me - Spears was are you going to do when you reach "Z" in your Rolodex?

I don’t understand your comment it is incoherent please rephrase

I am often incoherent.  What I was trying to say was experienced people with numerous contacts eventually hit Z in there Rolodex with no more people to contact.  Hope this clarifies

Rockefeller Capital puts its third RIA talent anchor in place with hiring of Anthony Grosso in San Francisco and his venture capital connections

Rockefeller Capital Management

Anthony Grosso

Chris Dupuy

Greg Fleming

<p>There are about $5 trillion of assets parked in traditional stock brokerage firms, but they're not likely to stay there. Every month, clients move some of their money to independent firms with fewer conflicts of interest. Brokers who want more control are moving their books of business, too.</p>
<p>In these Breakaway Stories, you'll find instructive, encouraging and sometimes funny stories about these breakaway brokers and their clients. The information in the stories is accurate as of the date of publication. We hope these tales are useful for breakaway prospects and for people interested in luring wirehouse talent to their firms.</p>

Breakaway Stories

With Chris Dupuy in New York and Michael Outlaw in Atlanta, CEO Greg Fleming is building the ground floor for an edifice of broker recruitment

Rockefeller Capital puts its third RIA talent anchor in place with hiring of Anthony Grosso in San Francisco and his venture capital connections

Jeff Spears

Stan Armeson

Jeff Spears

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