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Summit Financial Wealth Advisors was sold to Focus Financial in 2014, growing its assets by $400 million since then but keeping staffing about the same
December 17, 2020 3:02 AM by Brooke Southall
Brooke s Note: People ask me all the time why RIAs continue to be a killer business model in a digital era. This article lets me count the ways that Wall Street and Main Street fuse symphonically. You see a home town firm get to $1 billion of AUM then buying a convenient, looked-over location and hiring key locals all while having Rudy Adolf on speed dial for capital. When you buy a building during a pandemic, when it s not totally clear when you ll be able to breathe safely and ethically inside one, you are feeling a bright future in your bones and acting on it. It s also all being done with the mayor s blessing in an area affectionately known as The Oil Center.
angelo program. it names a string of lawmakers from both party, democrats and republicans who benefited from this vip treatment. kent conrad. former democratic senator chris dodd. republican house armed services committee chairman buck mckeon. all three deny any wrongdoing. the report also says the former ceo of fannie mae, officials at freddie mac and a secretary of housing and urban development were also in this friends of angelo program. so were congressional staffers from both parties that played a role in legislation that affected countrywide. these vips got, as i said, favorable mortgage rates and points. one, adolfous towns, was a chairman of the house oversight committee, the very same committee investigating countrywide. he also denies any wrongdoing. according to the house report, documents and testimony obtained documents and testimony obtained by the committee show the vip loan program was a tool used by country wide to build good will with lawmakers and other ind
program giving a lot of people on capitol hill this preferential treatment. it was called the friends of angelo program now, the report today names a string of lawmakers and regulators from both parties, democrats and republicans, who benefited from this vip treatment. senate budget committee chairman, for instance, democrat kent conrad. former democratic senator chris dodd. republican house armed services committee chairman buck mckeon. all three deny any wrongdoing. the former ceo of fannie mae, officials at freddie mac and a secretary of housing and urban development were also in this friends of angelo program. so were congressional staffers from both parties that played a role in legislation that affected countrywide. these vips got favorable mortgage rates and points. one was a chairman of the house oversight committee, the very same committee investigating countrywide. he also denies any wrongdoing. according to the house report, documents and testimony obtained by the
it was called the friends of angelo program now, the report today names a string of lawmakers and regulators from both parties, democrats and republicans, who benefited from this vip treatment. senate budget committee chairman, for instance, democrat kent conrad. former democratic senator chris dodd. republican house armed services committee chairman buck mckeon. all three deny any wrongdoing. the former ceo of fannie mae, officials at freddie mac and a secretary of housing and urban development were also in this friends of angelo program. so were congressional staffers from both parties that played a role in legislation that affected countrywide. these vips got favorable mortgage rates and points. one was a chairman of the house oversight committee, the very same committee investigating countrywide. he also denies any wrongdoing. according to the house report, documents and testimony obtained by the committee show the vip loan program was a tool used by country wide to build
countrywide s ceo, oversaw the program giving a lot of people on capitol hill this preferential treatment. it was called the whole program was called, if you can believe it, the friends of angelo program. now, the report today names a string of lawmakers and regulators from both parties, democrats and republicans, who benefited from this vip treatment. senate budget committee chairman, for instance, democrat kent conrad. former democratic senator chris dodd. republican house armed services committee chairman buck mckeon. all three deny any wrongdoing. the former ceo of fannie mae, officials at freddie mac and a secretary of housing and urban development were also in this friends of angielo program. so were congressional staffers from both parties that played a role in legislation that affected countrywide. these vips got favorable mortgage rates and points. one was a chairman of the house oversight committee, the very same committee investigating countrywide. he also denies