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tru Independence Debuts truView Platform
The experience as a service (EAS) platform uses Advyzon as the foundation and Lumiant will support the behavioral finance aspect.
New york
United states
Lee andreatta
Nicole bellefeuille
Ric edelman
Keith feinberg
Pamela perskie
Pam perskie
Amit dogra
Blake wood
Emily herrup
Advyzon investment
Seven mile advisory
New york city
$1 billion family office launches RIA with Tru Independence
Planner Pamela Perskie's advisory practice, which serves musicians, NBA players and real estate and private equity executives, left Mariner to start its own firm.
New york
United states
Mike watson
Nicole bellefeuille
Amit dogra
Christa spencer
Pamela perskie
Marina shtyrkov
Keith feinberg
Craig stuvland
Emily herrup
Mariner platform solutions
Morgan stanley
Cerulli associates
National basketball association
Company of america
tru Independence Pulls $1B Family Office Seven Mile from Mariner
Seven Mile Advisory, based in NYC, has left Mariner Platform Solutions for tru Independence.
New york
United states
Nicole bellefeuille
Pamela perskie
Emily herrup
Amit dogra
Keith feinberg
Seven mile advisory
New york city
Chief operating officer
Wealth strategist keith feinberg
Seven mile
Mariner platform
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