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RIA Roundup: DayMark Wealth Partners Doubles AUM with Wells Fargo Grab
Ex-Goldman Sachs execs are joining a new RIA, Hightower's investing in a $1 billion Wash.-based RIA, and Captrust is acquiring a $538 million firm.
San francisco
United states
Lee summit
John coyne
Tom manning
Michael schreiber
Mike drennen
Joseph schmidt
Jeff raupp
Todd funk
Matt logar
Stephanie bruckner
Heacock jones
Kelly watzka
Los angeles
Tim mitrovich
$1B advisor team leaves Wells Fargo for Dynasty-backed RIA
RIA DayMark Wealth Partners, less than a year after leaving Wells, has recruited another big team of ex-Wells advisors.
United states
Pepper pike
Andrew sikorovsky
T rodney twells
Shirl penney
Jacquelyn gibbons
Kimberly fitzgerald
Sol gindi
Joseph schmidt
Steven satter
Michael terrana
Karen suskowicz
Mike quin
Wells fargo
Morgan stanley
Client group
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