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After storming PIMCO, Dan Seivert puts LA on RIA map with high-aptitude Summit

Appropriating the bond giant's Newport Beach headquarters was a masterstroke that took the investment banker's 'deal' event to an RIA MBA cram course

Author Brooke Southall September 22, 2017 at 9:51 PM
1 Comment
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Dan Seivert: It's so eye-opening to put it out to the audience.

Conferences


Jeff Spears

Jeff Spears

September 23, 2017 — 12:55 AM
Started the week with a tiny bit of FOMO on this conference because so many of my friends were attending. After reading this article and talking to my friends that attended my FOMO has progressed to I'm just dumb... I will be there next year. Hopefully there is a year in advance early bird discount.

Related Moves

May 1, 2024 at 3:02 AM

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Dozens of former 'United Capital' advisors are fleeing at once, but Peter Mallouk is still battling to keep them, and Goldman Sachs may play legal hardball, sources say.

October 4, 2023 at 2:16 AM

Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings

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January 19, 2023 at 3:31 AM

Dan Seivert's ripping success in RIA M&A deals has odd side effect of having some sidearm staff leave for new vistas

Carolyn Armitage and Mark Bruno left to mutual benefit, while Echelon Partners roars on, feeding the beast of deal-crazed RIA buyers and sellers.

July 20, 2021 at 1:17 AM

See more related moves

Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien



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