Byron Trott, the 62-year-old founder of BDT Capital Partners, has quietly amassed a $3.6 billion fortune, making him as wealthy as some of his better-known clients.
In this week’s fund news, Alerian buys ETF Trends and ETF Database; fund companies are giving VC firms a run for their money; and crypto asset manager Grayscale hires a new head of ETFs.
With a $50 million Series B in the rearview mirror, Altruist hired Grace Mellis as its first chief financial officer and Adam Grealish as its first head of investments.
Serafini Financial Network, an 11-person team with four advisors and $853 million in assets, is WEG's ninth acquisition this year.
Gerry Goldberg, CEO and co-founder of GYL Financial Synergies, describes how a simple sketch on a restaurant tablecloth turned into an RIA with 3X revenue and $8.5 billion in assets in five years.
The additions of advisors Bob Batick and Todd Coates support Securities America’s branch-based growth plan.
