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.
When they’re not chasing after vanishing managers, Cetera Financial Group’s Gene Goldman, Suehyun Kim, Hristo Stefanov and Brian Klimke are looking to unmask the best in the business.
It might be a slow process, but taking the time to establish the right contacts has helped Geller Advisors’ Jonathan Barbato, Robert Wedeking and Priyanka Misra find managers who share their long-term perspective.
CFRA’s Todd Rosenbluth is focused on funds’ holdings in an effort to assess their future returns – and not just the past.