Articles written by Elaine Pofeldt

HeadlinePublish date

Why a $6 billion New York RIA is finally making its California debut

The partners of BBR found a fellow Goldman Sachs alum they could trust 3,000 miles away

February 28, 2012 — 5:09 AM UTC

How a former Barron's top advisor was able to offload 350 clients and raise profits after leaving UBS

The wirehouse breakaway finds he also has a new social status and the ability to win $19-million clients

December 7, 2011 — 7:37 AM UTC

Why a senior Merrill Lynch advisor reluctantly broke away with ultra-affluent clients from the Texas oil patch

After getting the cold shoulder from his younger team members, independence with Wells Fargo's FiNet became attractive

April 8, 2011 — 1:45 PM UTC

Milwaukee Wealth Management was born when Jeff Geygan's investing strategy hit the UBS wall

A value devotee, his picks at times conflicted with the wirehouse's research department

March 8, 2011 — 2:42 PM UTC
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