RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

With IPO clock at 10-years and ticking, Personal Capital makes two big, out-of-character moves to go upmarket and downmarket

With $9 billion in assets, the Redwood City-based national RIA hired the ex-Virgin America CMO Porter Gale to make one brand investors associates with both the freebie tools and the full-priced financial advice its advisors provide mostly from call centers

Author Oisin Breen March 22, 2019 at 7:55 PM
Admin:
no description available
Porter Gale was the marketing guru that took Virgin America from challenger to up-market darling, but can she repeat the trick at Personal Capital?

Related Moves

Lawrence Calcano, flush with $440-million of PE cash, boosts spending, after iCapital adds $37 billion of non-correlated assets in nine months

The New York City-based CEO of the alts supermarket ordered a hiring spree of computer engineers after financial engineering slows and organic growth starts to kick in.

January 16, 2023 at 6:53 AM



Brian Murphy

Brian Murphy

March 23, 2019 — 12:23 AM
Porter is a great catch for the team at Personal Capital. She's quite personable and easy to talk to. I'm interested in seeing how she attempts to further differentiate the firm from competitors - especially since the FinTech space is quite a bit different than others she's executed in.

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo