Articles tagged "Frank Campanale"
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Alexandra Lebenthal, with help, cheats business death again but her latest white knight did not cash out the last one -- or eliminate lawyers with swords drawn
The owner of the blue-blooded New York firm retains her woman-run, woman-owned status -- with all the benefits that accrue -- but the now-shuttered wealth management division left a scar
March 16, 2017 at 6:13 PM
Wall Street women pile into buses and cars, head south on I-95 to protest Trump
Pack up that Nasty Woman T-shirt for a pre-dawn trip and client blowback be damned
January 21, 2017 at 2:06 AM
DOL rule will be undone, in a cruel twist, by the Department of Labor -- essentially by a Trump order to cut red tape by staying the Texas court case
Jason Roberts at Pension Resources Institute: It's the DOL itself saying 'maybe we got this wrong' as a means of giving cover to delay.
January 20, 2017 at 11:42 PM
After pocketing $5.2 million in 2014 comp as Ally Bank CEO, Barbara Yastine joins Lebenthal as Frank Campanale exits
Alexandra Lebenthal takes the co-CEO role of the wealth manager and she intends to woo more female advisors
September 21, 2015 at 10:01 PM
Why EF Hutton's rebooters took the arse-backward tack of selling public shares and buying a brand before developing a product
CEO Chris Daniels is betting the brand's 20th century fame combined with 21st century digital technology -- and a Nasdaq listing -- will translate into success
March 26, 2015 at 8:02 PM
How Frank Campanale's heist, so to speak, of young BNY Mellon Wealth Management stars fits into a bold millennial strategy
The morphed E.F. Hutton venture that is now Lebenthal looks like anything but a retirement home for dusty old brokers from yesteryear
August 7, 2014 at 7:53 PM
Ryan Marcus leaves RBC Advisor Services as clients and recruiters openly speculate that his drive was mismatched with his giant employer's bankerly ways
Despite a string of high-profile departures, RBC's US brokerage subsidiary is determined to keep a hand in the RIA custody business
August 6, 2014 at 12:38 PM
What exactly lured a sparkling Morgan Stanley advisor and $1.2 billion to a retreaded brand name attached to a fledgling RIA
Carrie Gallaway and partner Andrew Stern got no signing bonus but the Lebenthal brand, and what Frank Campanale is building with Fortigent, Envestnet and BNY Mellon, attracted them
March 28, 2014 at 4:38 AM
Why Frank Campanale put his E.F. Hutton dream aside to join an OSJ
Campanale says the Hutton venture still has a future in Canada, but his heart went to an American fast-grower with momentum and a brand with $500 million of AUM
October 16, 2013 at 4:29 PM
Frank Campanale's E.F. Hutton reboot starts to take shape as ex-Hutton executives sign on
The revived brand is very much a work in progress, says its once and future steward Jamie Price
June 12, 2012 at 4:48 AM
How Frank Campanale's E.F. Hutton resurrection, a TD management hire and upbeat advisors electrified IMCA's annual conference
More than 1,500 advisors came to the Potomac -- including more than a few of Campanale's Smith Barney Consulting alumni
April 26, 2012 at 5:40 AM
What the reincarnation of E.F. Hutton says about the pace at which RIA business is moving
It's the latest in a series of recent ventures marked by infectious enthusiasm by founders -- and few details about their business plans
