Small Alternatives Firm CEO Casts Large Shadow
Altegris is not a huge company, managing around $3.3 billion in client assets. But the Genworth-owned firm casts a large shadow for at least a few reasons.
Lovell Minnick Acquires Kanaly Trust
The Kanaly family and members of the senior management team of Kanaly Trust will retain a material investment in the firm founded 35 years ago by E. Deane Kanaly.