An Egyptian Immigrant And 'Tax Whisperer' Who Built A $1.7 Billion Firm
From the luxurious enclave of Newport Beach, Laila Marshall-Pence and her husband Dryden have built a high-touch advisory that includes regular podcasts.
Source: forbes.com
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A $26 Billion Advisor Focused On Private Capital Growth And Liquidity
Avy Stein’s Cresset leans heavily on alternatives, focusing on finding unique private market opportunities for clients.
Source: forbes.com