Michael Stolper says he never set out to start a company. Three decades ago, he just wanted to do right by one large client.

“Everyone was calling this client with an ax to grind,” recalls Stolper, who in 1985 was a 29-year-old registered rep for Kidder Peabody, making his living off commissions. “I thought, ‘I can help this person.’ He needed someone to tell him not to do transactions.”

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