How a Dot-Com-Era Investment Bank Was Reborn as a Wealth Manager
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 […]