Alex. Brown, formed in 1800, is the oldest and one of the best investment banks in America – a relatively small house that, while it may have lacked in diversity and reach, the firm more than made up for in service, knowledge, and attention to detail. This boutique nature is one reason why larger Deutsche…
Meet Haig: At Arax, Haig oversees all operations, strategic direction, and leadership of the firm. Prior to joining Arax, Haig was the President and CEO of Alex. Brown, America’s first investment banking firm. While at Alex. Brown, Haig oversaw 220 Financial Advisors in 18 offices and $70B in client assets. Haig was the Head…
Throughout the day, our schedules are filled with calls and meetings with the top advisors and teams in the US. The natural rhythm of conversation centers around identifying what’s effective and pinpointing pain points. At numerous major wirehouses, we consistently hear the refrain: “The compliance and operations oversight is overwhelming; I can barely compose an…
When advising advisors and teams, a crucial initial step is the evaluation of your true worth or value. Frequently, we tend to underestimate our own value—a challenge rooted in our innate subjectivity towards self-assessment. This is a pivotal factor in what we try to profess with most any advisor – understand the value of your…
For over half a century, The Gershman Group has partnered with advisors, guiding them to assess their practices and find the optimal fit. In the past decade, the perennial question has persisted: stick with the established wirehouses or embrace independence. Much like in investing, life demands a careful weighing of risks against rewards. While maximizing…