Editor of @Citywire's @CitywireRIA, covering RIAs. Penn Quakers coverage @IvyHoopsOnline. Simpsons quoter.
New York, NY
Joined April 2012
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Exclusive for @CitywireRIA — Fidelity is ending up-front payments to brokers for RIA client referrals, according to sources with knowledge of the situation: citywire.com/ria/news/fideli…
Exclusive — TFO Wealth Partners and TFO Family Office Partners, a pair of affiliated RIAs with a combined $11.8bn in client assets, are jointly pursuing a sale, according to sources with knowledge of the situation: citywire.com/ria/news/11-8bn…
Penn takes first place in the preseason league poll for the first time since 2022-23.
THE MEDIA HAVE SPOKEN.
The Ivy League Men's Basketball Preseason Poll is here! After cutting down the nets at Ivy Madness last season, @PennMBB takes the top spot. 🌿🏀
📰 ivylg.co/MBB101226
Ian Wenik retweeted
Our conference preview series continues with the Ivy League!
The Ancient Eight are back and there’s no chance anyone is sleeping on Fran McCaffrey this season.
Check out comprehensive breakdowns of all eight teams: basketunderreview.com/ivy-pr…
Ian Wenik retweeted
Fran McCaffery has real momentum at Penn after landing TJ Power and Sir Mohammed in back-to-back years.
bit.ly/4lmjETP (Apple)
bit.ly/443aDt9 (Spotify)
bit.ly/4iMGzK8 (YouTube)
Exclusive — SignatureFD, an Atlanta-based wealth manager with roughly $10bn in client assets, is seeking a new investor, according to sources with knowledge of the situation: citywire.com/ria/news/10bn-s…
Why Envestnet's acquisition of Vestmark marks a 'rededication' of the business: citywire.com/ria/news/why-en…
Exclusive — Artificial intelligence company Anthropic is creating a menu of wealth managers to service its employees following its initial public offering (IPO) later this year, according to sources with knowledge of the situation: citywire.com/ria/news/anthro…
Two non-D1 home games, Monmouth, Howard and a trip northwest to face La Salle round out Penn's non-conference schedule. Several other Ivies are playing multiple non-D1s, which is an unfortunate reality in today's scheduling environment.
Exclusive from me and @AndrewFoerch — Private equity firm Bain Capital is in talks to reinvest in mega-RIA Carson Group, according to sources with knowledge of the situation: citywire.com/ria/news/bain-c…
Exclusive — RIA technology company Envestnet is in advanced talks to acquire portfolio management and trading software business Vestmark, according to sources with knowledge of the situation: citywire.com/ria/news/envest…
Exclusive — Prominent wealth management investment banker Steven Levitt and Houlihan Lokey have parted ways, according to sources with knowledge of the situation: citywire.com/ria/news/houlih…
Memo — Forbes and Shook Research have suspended their advisor rankings and associated events for the rest of 2026 amid a scandal surrounding a $6m payment the company’s founder made to former Forbes chief content officer Randall Lane: citywire.com/ria/news/forbes…
Ian Wenik retweeted
NEWS: Yale transfer forward Nick Townsend, the Ivy League Player of the Year, has committed to Stanford, he told @On3.
The 6-7 senior averaged 16.3 points, 7.4 rebounds, and 4.3 assists per game this past season, shooting 46.3% from three.
on3.com/transfer-portal/wire…
Exclusive — Private equity firm Vistria Group has agreed to acquire a majority stake in Curi Capital, a North Carolina RIA with roughly $14bn in client assets under management: citywire.com/ria/news/exclus…
Exclusive from myself, @AndrewFoerch and @sambojarski – Charles Schwab is drastically raising the client asset minimum for a referral out to an RIA: citywire.com/ria/news/schwab…
