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Articles tagged "Jeff Handy"

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Michael Russo: Once a practice gets too big, not all the assets can be funneled to top-notch boutique managers.

[Updated] Former wealth manager for Montgomery Securities and Presidio Financial is remaking his [big] practice in wine country as an RIA

Michael Russo is signing clients and making hires from digs in Napa

August 18, 2010 at 6:25 AM
Jeff Handy: As I was interviewing I got that heavy sense of foreboding.

Former head of private client unit at Thomas Weisel Partners joins an RIA

Jeff Handy becomes part of Argos Wealth Advisors and reunites with old Montgomery Securities rainmaker

August 18, 2010 at 6:04 AM
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