Lara Mullen

Enthusiast of all things Crosswords, Coffee, and Conversations | NYC!

Relationship Manager for @CitywireRIA and @CitywireProBuy

[Ian Wenik @IanWenik]

Exclusive for @CitywireRIA — Dynasty Financial Partners COO and co-founder Ed Swenson is leaving the company, according to sources with knowledge of the situation: https://t.co/UPqjLzgCvm

[Ian Wenik @IanWenik]

Exclusive for @CitywireRIA — $17bn RIA EP Wealth is changing CEOs and has tapped former Edelman Financial Services CEO Ryan Parker to take on the top job, according to sources with knowledge of the situation: https://t.co/5k35Lsun3v

[Ian Wenik @IanWenik]

Exclusive for @CitywireRIA — RIA tech giant Orion Advisor Solutions will name former AssetMark CEO and Schwab custody division head Charles Goldman as its chairman, according to sources with knowledge of the situation: https://t.co/x4ja0ASOEm

[Citywire RIA @CitywireRIA]

Citywire RIA's readers share what they learned from Silicon Valley Bank's collapse and how they manage the cash allocations in their clients' portfolios.

@a_shternfeld @LaraInNYC @MortonBrownFW @LloydBoyLuke @JoyceLFranklin
https://t.co/XLdXlkFAnM

[Lara Mullen @LaraInNYC]

“My philosophy is that if you want to make a really good investment on gold, put it around the finger of someone you love”

- @DPWienerAdviser

[Lara Mullen @LaraInNYC]

Busy day so far at @CitywireRIA’s CIO Summit here in DC.!

Kicking off the afternoon with a packed house, star studded CIO panel and quick audience poll.

Looks like private credit has been a high priority for our RIA’s clients lately…

[Lara Mullen @LaraInNYC]

@CitywireRIA DC Retreat Day 2 just kicked off bright and early with a keynote from @DPWienerAdviser discussing “Where RIAs Should Invest Now”… Stay tuned for highlights!!

[Citywire RIA @CitywireRIA]

Citywire RIA's readers offer up their opinions on how the industry should handle non-compete and non-solicit clauses in advisor contracts.

via @LaraInNYC & @a_shternfeld: https://t.co/nfUPvO4hW2

@ShoreHavenWP @CarsonWealth

[Ian Wenik @IanWenik]

Breaking @CitywireRIA — The SEC has fined robo-advisor Betterment $9m over issues with its tax-loss harvesting technology: https://t.co/3Jku2rVbxX

[Citywire Pro Buyer @CitywireProBuy]

TOMORROW ➜ Watch our virtual panel with Halbert Hargrove’s, Brian Spinelli, Co-CIO, and our experts to hear where their adventures beyond public markets are taking them.

💥 Register: https://t.co/YnrFihA13k

[Ian Wenik @IanWenik]

First on @CitywireRIA — Karl Heckenberg has exited as CEO of serial RIA investor Emigrant Partners, which has stakes in 20 firms overseeing $100bn: https://t.co/MdWkeXwwru

[Citywire RIA @CitywireRIA]

Be a part of our exclusive event just for RIA professionals. Join us for two days of investment workshops, RIA industry insights and peer networking.

💥 Click here for details: https://t.co/0jP7gOxT38

#CitywireRIA @Garlandgoeswest @a_shternfeld @LaraInNYC @CourtMcQuade

[Citywire RIA @CitywireRIA]

We've got three fantastic events this year; Washington, DC, Austin, Texas and Miami, Florida! We'll feature best in class fund managers, top notch speakers and of course, time for a little fun and to network with your peers.

Reach out to @a_shternfeld & @LaraInNYC for details!

[Lara Mullen @LaraInNYC]

@jonronson sums up his journey of figuring out the psychopaths in society by recalling his colleague’s realization:

“I really shouldn’t have spent so much time studying psychopaths in prisons. What I should have done is spent time in the boardrooms”

@CitywireProBuy

[Lara Mullen @LaraInNYC]

@CitywireProBuy @jonronson @jonronson has hit the stage!!

[Citywire Pro Buyer @CitywireProBuy]

And the winners are...🏆

Today we announced the winners of the 20 most influential women in due diligence, sponsored by @InvescoUS. Massive congratulations to all the winners👏

Make a note of the names below; these are the women to watch! Full report coming soon.

#CitywirePB

[Citywire Pro Buyer @CitywireProBuy]

Our fund workshops have just begun, and we'd like to take a moment to thank our sponsors. #CitywirePB

[Courtney McQuade @CourtMcQuade]

Due Diligence Jeopardy question:
If a fund manager refuses a face-to-face meeting, does it affect your decision to invest with them?

Our panelists feel getting to meet a manager in person makes a difference, and I can see some in the audience nodding in agreement. #CitywirePB

[Citywire Pro Buyer @CitywireProBuy]

In just a few minutes we'll be playing Due Diligence Jeopardy with three leading fund analysts tackling the toughest topics in asset management! Watch here for highlights from the game! #CitywirePB

Wale Adedokun, @massmutual
Kristen Griffin, @UBS
Johnny Suarez, @RaymondJames