Articles tagged "Stan Gregor"
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Drawn out of his own startup, Ed Friedman lands at Summit Financial, tasked with raising the Merchant Investment-backed RIA's national profile
The ex-Hightower, ex-Dynasty recruiter joins Stan Gregor's early-stage RIA roll-up, with mighty backing and good momentum
May 15, 2020 at 10:18 PM
Abby Johnson tells RIAs to have all employees, up and down the chain, think client thoughts at Fidelity's 2014 Executive Forum
Advisors -- many with assets in the tens of billions -- were on hand along with New Yorker writers, NPR and other super-thinkers
May 19, 2014 at 1:51 AM
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