The Barclays breakaway discusses his 2015 landmark leap with five partners, three offices, and $3 billion in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.
The ninth annual "Wealthies" Awards were held on Sept. 7 at the Ziegfeld Theater in New York City.
Fielding Miller, Captrust’s CEO, will continue to lead the firm and will remain the largest individual shareholder.