Lisa Quadrini, who managed $500 million at the private bank of Wells Fargo Advisors, has joined registered investment adviser Brandywine Oak Private Wealth in Kennett Square, Pennsylvania.
Brandywine Oak has $1 billion in client assets under advisement.
Quadrini will be working from Kiawah Island, South Carolina, as well as the firm’s Kennett Square office.
Quadrini joined Merrill Lynch in 1999 and worked with the Brandywine Oak team there 1999 to 2008. She joined UBS in 2008 and moved to Wells Fargo in 2016.
As other states curb non-competes, the East Coast growth hub could soon become the most employer-friendly jurisdiction in the US.
Last summer, the two, David Gentile and Jeff Schneider, were found guilty of fraud in federal court in Brooklyn and received their sentencing today.
Early parenthood linked to lower fulfillment and fewer leadership roles, despite otherwise strong industry-wide support.
“It's the Golden Age, we're all blessed that this is where we are, what we do for a living, and that the sun is shining on the transition towards the RIA space," Creative Planning CIO Jamie Battmer said at a forum hosted by Goldman Sachs.
Strategists expect municipal bonds to best Treasuries during the four-month window from May until August, following a historical trend.
From direct lending to asset-based finance to commercial real estate debt.
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