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Sullivan, Bruyette, Speros & Blayney caters to high-net-worth and ultra-high-net-worth families whose members are typically attorneys in the Washington, D.C., area or tech executives.
No longer 'secondary,' advisors and the firm's 401(k) business will receive attention as equals to Betterment's retail business line, says new CEO Sarah Levy.
Bruno, a long-tenured executive for InvestmentNews and more recently Echelon Partners, brings deep ties to the advisory community and will focus on bridging media and events at Informa.