Adviser/team AUM: $45,000,000
Gross annual production/TTM: $400,000
|Firm leaving||Lincoln Financial|
West Palm Beach, FL
|Date||November 29, 2013|
Latest Moves to Investacorp
|Michael Nobile, Scott Hinchey, Michael McCabe, David Tauber||September 08, 2015|
|Keith E. Singer||August 12, 2015|
|Michael Fornasier, John Petraglia, Linda Ventura||July 09, 2015|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
Latest news & opinion
Led by CEO Kunal Kapoor, firm is moving way past ratings — and financial advisers are paying close attention.
The $100 million stock offering will fine-tune RIA valuations.
Complaint alleges the firm's policies limit African-Americans' 'income and advancement opportunities'
SEC commissioner says the Department of Labor rule set up an 'unworkable, impossible set of standards for people to comply with.'
New owners plan more growth for the software service provider.