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Former BlackRock, Allianz Execs Launch Wealth Firm With a Twist

Published: March 11, 2022

Robert DeChellis and Frank Porcelli launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and biz valuation tools.

Source: wealthmanagement.com

Related Topics:

United StatesPeter CieszkoEric HoerdemannDave SchroheRobert DechellisJeff MillerFrank PorcelliAllianz ExchangeBonsai ExchangeLenox Wealth AdvisorsAmerican CenturyStride CapitalBonsai AdvisorsGlobal AtlanticBonsai AdvisorBonsai Consulting