More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Jeff Moore is a seasoned professional with an impressive career spanning over three decades at ATI Restoration. Throughout his tenure, Jeff's strategic vision and industry knowledge have been instrumental in driving growth and expansion for the company. His leadership has transformed ATI from a regional restoration firm with revenue of $20M into America's largest family-operated restoration company, boasting over 70+ offices nationwide and revenue exceeding $900M.
As president and chief acquisitions officer, Jeff leads the executive team, spearheads acquisitions, and is the driving force behind ATI's ongoing growth. Over the past four years, Jeff and his dedicated mergers and acquisitions team have successfully negotiated, finalized, and integrated 18 strategic acquisitions, tripling EBITDA, doubling revenue, and multiplying the number of locations threefold. In addition to his work at ATI, Jeff advocates for the restoration industry and proudly holds the position of President for the Restoration Industry Association (RIA).
June 20
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Also this week, Raymond James pulls from Ameriprise, UBS from Morgan Stanley and LPL from RBC.
June 20
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Traditional methods of driving traffic to a firm's websites aren't enough in the new "zero-click" search results world.
June 20
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Brenna Johnson, SVP, product management at EZLynx, is a driving force behind several of the company's newest products. Johnson is passionate about leveraging technology to solve problems for independent insurance agents. As vice president of product management, she is actively involved in all phases of the development life cycle, and hopes to help transform the insurance industry by leveraging technology to improve agency profitability, productivity and serviceability.
June 20
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Wenyu Chen is a CPA and valuation specialist with expertise in complex securities and financial instrument valuations. He is also a master's candidate in computer science at Georgia Tech.
June 20
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Trevor Jones is a partner of the insurance practice for West Monroe, a global business and technology consulting firm. He is a strategic partner to P&C carrier and brokerage C-suites, fusing board-level vision with hands-on execution across underwriting, distribution, and claims.
June 20
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Without legislative action, Social Security and Medicare trust funds are heading toward depletion within the next decade, triggering automatic benefit cuts that could severely impact retirees and the disabled.
June 20
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A consulting firm's report on the future of the channel reveals the ambivalence and frustration many feel about the impact of M&A consolidation.
June 18
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Rostyslav Vovk has been the CEO of Kormotech for the last 11 years, helping to establish it as one of the top 50 global manufacturers of pet food. He is also the founder of Kormotech Ventures, an investment fund for supporting pet-care startups in Europe and the U.S.
June 18
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Through collaboration with BlackRock, Fidelity Investments, Franklin Templeton and State Street, professionally managed model portfolios with alternative allocations are available via the firm's unified managed accounts.
June 18
