RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Michael Zeuner"


Headline

Publish date


Michael Zeuner, Maria Elena "Mel" Lagomasino and Santiago Ulloa believe they're through the start-up phase of W.E. Family Offices.

GenSpring offshoot poaches four more as it reimagines the service model for UHNW families

With new talent from Bessemer, HSBC, the SEC and -- of course -- GenSpring, W.E. Family offices is betting that putting the client back in charge is really the way to go

September 23, 2013 at 6:29 PM

Maria Elena Lagomasino: The road to hell is paved with good intentions.

One special GenSpring spin-away (the old chief's new venture) is thriving as a $1.6-billion RIA and using a retrofitted stock broker's trick

Miami's Mel Lagomasino, former CEO of J.P. Morgan Private Bank, (and GenSpring) will be a family office that eschews asset-based fees, discretionary assets, commissions and even -- going forward -- its international emphasis

July 7, 2013 at 9:38 PM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo