7 min
Pathstone & Crestone Merge, New Faces at American University & BMO, Investment Strategies + Searches Dakota Rainmaker Podcast
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- Management
In this episode, join Pat and Konch as they navigate through a series of pivotal job changes and significant mergers in the financial sector. We spotlight Mark Newcomb’s new role at American University, Maarten Jansen’s transition to BMO, and Ayushi Patel’s move to TD, highlighting the strategic shifts across both institutional and private wealth channels. The episode also features an in-depth look at Pathstone’s acquisition of Crestone Capital, marking a significant expansion with over...
In this episode, join Pat and Konch as they navigate through a series of pivotal job changes and significant mergers in the financial sector. We spotlight Mark Newcomb’s new role at American University, Maarten Jansen’s transition to BMO, and Ayushi Patel’s move to TD, highlighting the strategic shifts across both institutional and private wealth channels. The episode also features an in-depth look at Pathstone’s acquisition of Crestone Capital, marking a significant expansion with over...
7 min