Articles tagged "Neal Simon"
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With his CEO hell-bent for election, Bronfman Rothschild president Michael LaMena reunites Fortigent's terrible two with a key poach
Neal Simon is running for U.S. Senate as an independent, an unusual risk; he also took precautions to make sure his $6.1B RIA roll-up finds its feet regardless of the mood of the Maryland electorate
November 5, 2018 at 8:06 PM
Fed up owner of $5.4 billion RIA prepares to run for U.S. Senate as independent
Neal Simon, CEO of Bronfman Rothschild and advocate of The Centrist Project, has exploratory committee in place and will decide by February
December 20, 2017 at 10:13 PM
Why Brent Brodeski, a $6-billion GOP RIA, is in a furious full-time fight against the Republican RIA-unfriendly tax bill
The Rockford, Ill.-based owner of $6-billion Savant Capital makes appeals to Paul Ryan, Ron Johnson and other GOP higher-ups after LLC income gets short shrift
December 14, 2017 at 12:44 AM
How Neal Simon parlayed a hoity-toity family office RIA into a $5 billion serial buyer in two years by letting the whale swallow him first
The CEO of Bronfman E.L. Rothschild engineered nine roll-ins and liftouts since 2015 and, with a key Cantor Fitzgerald hire, is now turning a hungry eye on NYC
May 11, 2017 at 9:52 PM
Advent envisions a cloud-based world under stormy Las Vegas skies at the software giant's annual confab
With more than 100 breakout sessions -- not counting Black Diamond's dozen -- the conference provided deep dives into the joined firms' bag of wares
