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The firm has bulked up organically. But now it’s time to buy.
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Cliff Stanford is a partner in Alston & Bird's Financial Services and Products Group and the leader of the firm's bank regulatory team.
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The move is a bid to gain more say over what advisors recommend to clients.
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Studying leaders in other industries reveals many ways to be successful, says Merrill Lynch’s Stephen Bealer.
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The onetime king of the bond market doesn’t blame his personal ordeals for poor investment decisions; in fact, he says, they probably made him better.
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Jay Wohlgemuth, M.D., is senior vice president and chief medical officer at Quest Diagnostics. He leads the company’s employee wellness strategy, and oversees its Blueprint for Wellness employer wellness services for other employers.
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Succession planning, reputation and technology proved to be important in the decision-making process for these advisors.
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Andre Shevchuck is managing director of tax at Top 100 Firm BPM, bringing with him more than 15 years of public accounting experience. As co-leader of BPM’s R&D Tax Credit consulting practice, Shevchuck helps his clients to identify, document and defend their R&D tax credit claims.
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