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Articles tagged "Jerry Lucas"


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Members of the Summit Trail team stayed at their desks through the Lehman crisis earning enduring client loyalty.

Lehman Bros.' binding ties and culture spur another $1B team -- that stayed at their posts as Lehman burned -- to flee Stifel-owned Barclays for RIA

Newly created Summit Trail, with a Shirl factor, allows the Lehman swagger, kinder and gentler, to reassert itself in 2015 after seven years of smoldering

October 23, 2015 at 7:10 PM

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