July 21, 2023 – Chief Executive Officer, Raj Bhattacharyya was profiled in a Q&A with Barron’s to discuss ‘How a Dot-Com-Era Investment Bank Was Reborn as a Wealth Manager.’ “We will continue to grow, but we don’t believe in growth for growth’s sake. Every one of the acquisitions we’ve made has been one that fit with what we’re trying to do and the high-quality service we believe our clients expect. Again, we’re not growing as an aggregator for growth’s sake. We’re trying to build a great wealth management experience for our clients.” Read the full piece here: https://tinyurl.com/4yd88k5s
