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Articles tagged "Jack Petersen"

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Daniela Pedley and Lauren Cosulich: We've been champing at the bit.

Why two women advisors broke two unwritten breakaway rules en route to taking $500 million to a $3-billion RIA

Daniela Pedley and Lauren Cosulich held back to give the original Summit Trail blazers their earned glory -- but gave notice on a Monday to let clients have their weekend peace

August 21, 2015 at 4:26 PM
Dave Romhilt: I was having all of these conversations separately and Tom Palecek said, 'What are we going to do about this?'

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

August 3, 2015 at 6:35 PM
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