The principal of investment advisory firm AdvicePeriod and author of “It’s That Simple“ on how integrated services are the future of finance, why his firm will soon roll out a trust company, and the dangers of socializing with clients.
Edmond Walters said he plans to help the firm employ technology more effectively.
Anthony Grosso will lead the effort to recruit Bay Area advisors.
Justin Ryan and Tom Epperson are the first advisors to join Rockefeller’s new office in Atlanta.