Lori Van Dusen shares a perspective that spans over 3 decades—a career that started with Shearson Lehman Brothers in 1987, a bold breakaway from Citigroup Smith Barney to independence in 2008, followed by a second leap to build her current firm LVW Advisors.
By Mindy Diamond, WealthManagement.com – There was a time not so long ago when top advisors who served the ultra-wealthy would never have considered leaving behind the big brand names upon which they built their businesses to strike out on their own. It was a common belief that no other firms but the big brokerages could support the unique needs of their high-net-worth clients.
Mindy Diamond Quoted – By Danielle Verbrigghe, FundFire – Morgan Stanley has named a new head of wealth management technology as a top tech exec has joined several high-profile former colleagues at Rockefeller Capital Management. The exit of several big European private banks, including Barclays, Deutsche Bank and Credit Suisse from the U.S. brokerage business has opened a gap in the market for high-end wealth management boutiques, says recruiter Mindy Diamond, president and founder of Diamond Consultants, who has done work for or engaged in conversations with both Morgan Stanley and Rockefeller.
