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
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The Federal Reserve lifted its total asset restrictions on Wells Fargo last June, allowing the bank to chase growth.
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