Adviser Investments’ Daniel Wiener and Jeff DeMaso are using their journalistic insight to find outperforming managers and deliver more for clients.
BOK Financial’s Liu Liu, Melissa Lord and Carrie Clasen Porter understand the power of uniting their different perspectives on manager research.
James St. Aubin and the HighMark Capital team aren’t interested in dogmatic investment views.
Janney Montgomery Scott’s Rob Battista and Ryan Shugrue know that getting promising boutiques on board can open up exciting opportunities.
Wilshire Associates’ Rob Noe wants first-mover advantage when picking managers, but they have to impress in a face-to-face meeting.
Mill Creek Capital Advisors’ Sam McFall explains why he likes to keep it simple when it comes to picking PMs.
The Raymond James Asset Management Services team knows how to get what it wants from fund managers, even if that means some tricky conversations on fees.
An understanding of the past guides Lockwood Advisors’ Matt Forester and Joel Hempel, but they’re on the hunt for managers who are looking to the future.
Collecting baseball cards taught Brown Advisory’s Jordan Wruble how to make a good pick from an early age, but he has since swapped batting averages for a whole new ball game.
Rockland Trust’s Doug Butler isn’t afraid of difficult conversations – even if it means slapping down an overzealous manager or firing his biggest outperformers.