The Charleston-based Roseate Group manages 300 families, focusing on next-generation education, aging-in-place strategies and hands-on portfolio management.
BySergei Klebnikov,
Forbes Staff.
Team Name: Roseate Group
Firm: Wells Fargo Advisors
Senior Members: Robert Vingi, Jr., David McCallum, Howard D. Edwards, Wendy Brewer, Aaron L. Barber
With 17 team members serving 125 ultra-wealthy families, the Continuum Group blends institutional experience, in-house portfolio…
Veteran Atlanta advisors Margaret Wright and Bradley Martin are building MartinWright Advisory around institutional-grade…
Osaic Welcomes Signature Private Wealth Management from Wells Fargo Advisors Financial Network with over $300 Million in Client…
Valence Launches Wealth Management Firm Built Around the Client, Not the Advisor
Kathleen Grasmeder of Morgan Stanley emphasizes planning, education and team culture, but relies on equities to stay ahead of…
Brian Moynihan discussed bold growth targets and a strategy with reporters at the bank's investor day.
