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Articles tagged "Leo Kelly"

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Leo Kelly: I broached the subject and said I'd really like for us to work together some day.

This RIA recruited the Morgan Stanley manager who almost recruited him ...

... right after he grabbed a Fortigent CIO-type and hotshot Merrill advisor

February 28, 2013 at 3:50 PM
Leo Kelly: I say to my clients: This is going to be a household name.

HighTower wins a $700 million Merrill Lynch advisor in Maryland horse country and wrests an LA-based IAR from an RIA

The Chicago consolidator's transitions teams had a brutally busy Presidents' weekend bringing aboard teams on both coasts simultaneously, from Merrill and The Presidio Group

February 23, 2012 at 4:19 AM
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