Articles tagged "Lori Van Dusen"
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Focus Financial firms play a lively game of ping-pong with the Broker Protocol
Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers, co-founder says
September 10, 2012 at 4:31 PM
How a young, new HighTower recruit built his business to $1 billion in assets with just 30 clients
Matt Dillig's team is the Chicago aggregator's first 'get' from Credit Suisse, known for its superwealthy clients
August 22, 2012 at 4:51 PM
Summit Partners is reportedly shopping around its stake in Focus Financial
Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this
May 24, 2012 at 4:24 AM
How a billion-plus RIA in upstate New York bagged top managerial talent from just down the street
Lori Van Dusen hired Kim Pugliese away from Kodak after deciding she needed heightened managerial skills at her newly independent firm
April 11, 2012 at 5:03 AM
Dynasty Financial wins the account of Lori Van Dusen's new RIA through Focus Financial
The arrangement holds the possibility of a symbiotic advisor-vendor relationship between the wealth management platform and the big aggregator
