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Bill Crager shuffles the deck on management team created just seven months ago: Tony Leal is out of 'Big Three' inner circle, replaced by Morgan Stanley vet Rose Palazzo

The RIA software 'trailblazer' and co-founder of MoneyGuidePro has been working on departure for a year; will transition to a 'consultant,' company says

Author Lisa Shidler January 7, 2023 at 1:50 AM
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Tony Leal felt the time was right to transition from the company.
Brooke Southall and Keith Girard contributed to the editing of this article.

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Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman




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