The cryptocurrency’s smaller market cap and the need to get the products approved by wealth platforms likely means any widespread adoption will take a year.
Alexandra Romeo Boyles and Will Coughlin will be based out of Denver. The additions follow the firm attracting Northern Trust alum Tom Riley earlier this year.
While many in the financial advice business have for years focused on retail clients, some firms are finding that institutional clients, such as pensions and foundations, can pay off in a major way.