A founder of Emerald Advisors, Michael Smith, established a firm focused on client-first philosophy, growing it from $385mm to over $1B in assets before leaving due to philosophical differences in client service.
1 report, 1 independent
Updated Jun 18
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What happened
A founder of Emerald Advisors, Michael Smith, established a firm focused on client-first philosophy, growing it from $385mm to over $1B in assets before leaving due to philosophical differences in client service.
Who's involved
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The entities involved
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Merrill
American investing and wealth management division of Bank of America
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