2013 Broker-Dealers of the Year: Russ Diachok, Geneos Wealth Management
By John Sullivan, James J. GreenRuss Diachok, president and CEO of Geneos Wealth Management, talks to Investment Advisor Editor in Chief John Sullivan at the 2013 Broker-Dealers of the Year roundtable in Chicago.
May 03, 2013
2013 SMA Managers of the Year: Envestnet Prima’s Jessica Leoncini on Fixed Income Awards—VideoInvestment Advisor magazines Editor-in-Chief John Sullivan talks with Envestnet | Prima Senior Investment Analyst Jessica Leoncini about the research behind the selection of the nominees and winners in the Fixed Income category.
May 03, 2013
2013 SMA Managers of the Year: Envestnet’s Jim Patrick on ‘Envestnet Intelligence’—VideoInvestment Advisor magazines Editor-in Chief John Sullivan talks with Envestnet Executive Vice President Jim Patrick about updates to Envestnet Intelligence.
May 03, 2013
2013 SMA Managers of the Year: Envestnet PMC’s Chris Devenney on Mid-Cap Awards—VideoInvestment Advisor magazines Editor-in Chief John Sullivan talks with Envestnet Investment Analyst Chris Devaney about the research behind the selection of the nominees and winners in the Mid-Cap Equity category.
May 03, 2013
2013 SMA Managers of the Year: Envestnet’s Ken Shaw on How Nominees Are Selected—VideoIn this video, Investment Advisor magazines Editor-in-Chief John Sullivan talks with Envestnet Senior Vice President Ken Shaw about the research that goes into selecting the nominees and winners of the SMA Managers of Year.
May 03, 2013
2013 SMA Managers of the Year: Envestnet Tamarac’s Stuart DePina on CRM Updates—VideoIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with Envestnet | Tamarac Group President Stuart DePina about changes to their CRM platform.
May 02, 2013
2013 SMA Managers of the Year: Wedgewood Partners’ David Rolfe, U.S. Equity Large-Cap—VideoIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with David Rolfe of St. Louis-based Wedgewood Partners about their award in the U.S. Equity Large-Cap Growth category.
May 02, 2013
2013 SMA Managers of the Year: Thomas White International ADR’s Tom White, International Equity—VideoIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with Thomas White of Thomas White International ADR about their award in the International or Global Equity category.