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Articles tagged "CSI Capital Management"


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Sources say that Maria Elena Lagomasino made a last-ditch effort to buy GenSpring.

How being a $19-billion family office roll-up owned by a bank finally caught up with GenSpring

A fizzled management buyout of the Palm Beach RIA by Maria ("Mel") Elena Lagomasino and other managers preceded the executive exodus, sources say

October 18, 2012 at 5:50 AM

Jerry Murphy is taking the FSC helm.

Four news items for RIAs

Banks buy RIAs again; UHNW go nuts for iPads; the CFP Board gets much tougher; a big IBD gets a new president

August 26, 2011 at 5:13 AM

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