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The Max Advisor Dashboard, which allows financial advisors to oversee their clients' Max accounts on their behalf, launched in January 2016. [7] In July 2018, Max was added as a cash option for clients by Dynasty Financial Partners. [8] In November 2018, Max and Radius Bank launched a 60-second account-opening process. [9]
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Hightower was co-founded in 2007 by Elliot Weissbluth, Larry Koehler, Daniel Lidawer and Drew Kornreich. The firm was founded for broker-dealer advisors who wanted to move to an independent firm that still received the support of a big firm but without the negative press and conflicts of interest of needing to recommend products that their employer required them to sell.
Hound Partners Jonathan Auerbach & Scott McLellan Active 2004–Present Impala Asset Management Robert Bishop Inactive 2004–2022 Peak Ten Capital (Formerly Lanexa Global Management) Ian Murray Active 2006–Present Lonestar Capital Jerome Simon Inactive 1995–2014 Long Oar Global Partners James Davidson Inactive 2009–2015 Maple Leaf Partners
Focus Financial Partners Inc. is an American company that invests in independent, fiduciary wealth management firms, being listed on the Nasdaq under the ticker symbol FOCS. Headquartered in New York City , it was incorporated in 2004 by Ruediger (Rudy) Adolf , Rajini Kodialam and Leonard (Lenny) Chang.
ThinkEquity LLC is a U.S. investment banking firm focusing on performing IPO's, Secondaries, At-the-Market (ATM) programs, selected private placements, PIPEs, Debt Placements and M&A Advisory services.
Moelis was founded in July 2007 by Ken Moelis and partners including Navid Mahmoodzadegan and Jeffrey Raich. [2] The firm opened in New York and Los Angeles, and became a top 10 ranked M&A advisor in the US in its first full year of operations, [2] advising on transactions such as Anheuser-Busch's $61.2 billion sale to InBev, Yahoo's defense from Microsoft's $44.6 billion unsolicited proposal ...