The founding members include Mariner Wealth Advisors, Halbert Hargrove and Modera Wealth Management. Co-Chairs Gerry Goldberg and Grant Rawdin hope the initiative will help firms adopt best practices for servicing communities.
John McQuown became revered on Wall Street for having led a team of academics to create the first equity portfolio tracking an index at Wells Fargo & Co. in 1971
Following CEO Dan Arnold's sudden firing earlier this month, LPL's board has chosen Steinmeier as his permanent replacement, while CFO Matt Audette adds president to his title.
The two partners who revived the brand have dropped competing lawsuits against each other, splitting the company and taking their businesses "in different directions."
In the newly created position, Abbey Eastham, a former senior investment solutions manager at Cetera, will manage the relationship between Realta and its network of over 150 advisors.
The 58-year-old RIA pioneer and architect of Mercer’s rapid growth-by-acquisition strategy oversaw almost 90 deals during his tenure. Martine Lellis, principal of M&A partner development, will take on his responsibilities.
John Hardin will join UBS in Miami with Integra Partners, a private wealth team with more than $7 billion AUM. Senior Wealth Strategy Associate Katelyn O’Hara will join him.
