Articles tagged "RIchard Gill"
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Ex-Merrill exec Chris Dupuy makes exit from Focus Financial barely a month after IPO, leaves financial services after 34-year career; you won't believe what he's doing now
Dupuy was charged with expanding Focus Connections, a program designed to help elite wealth management teams transition from wirehouses to independence
August 25, 2018 at 10:06 PM
Focus Financial doubles down on financial engineering by making five hires -- four of them deal hounds
With $325 million in revenues and a big line of credit, the New York roll-up machine is playing to its M&A strength
May 21, 2015 at 8:57 PM
Callan terminates a $1-billion RIA as a client after a 20-year run after the RIA turned its competitive guns on Callan
CapGroup Advisors began to subadvise fellow RIAs and make its own UMA products, and Callan saw it as a conflict; the RIA agreed
