Bank of America’s global head of wealth management Sallie Krawcheck has her hands full trying to meld Merrill Lynch and BofA into a cohesive wealth unit, but she still manages to find the time to give back to the community.
Family offices and wealth management firms are analyzing solutions to proposed Securities and Exchange Commission and Congressional regulations that could potentially rattle the traditionally secretive market.
—Dune Thorne, principal and client advisors of SilverBridge Advisors, on educating the next generation.