Advisors to call now

Books with a lower bound of $250M or more, at person or team scope.

Changes on what you follow · Describe your platform to see fit

Size:$250M+$100M+$25M+Contact:Direct Professional Firm level Call-ready only

Christopher Hill Folger Nolan Fleming Douglas Capital Management, Inc., Washington, Dc
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 7 prior firm moves; 1.3 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $1B+; portable $606M to $1.1B (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 41 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Joanna Espasas Tiempo Capital Partners, Miami, Fl
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm; 4 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $456M to $811M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at tiempocapital.com; firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Walter Kelley Maytech Global Investments, New York, Ny
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $448M to $797M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
J•••• P•••• C•••• I••••••••• A•••••••• L••, A•••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $130M to $231M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at investwithcohen.com; firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
B•••••• W•••• E•••••••• P••••••• L••, D•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $201M to $357M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
D••• L••••• S••••••••• F•••••••• P••••••• G••••• L••, O••••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 8 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $165M to $293M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at stonebridgefpg.com; firm main line; firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
M•••••••• C••••••• F•••••••• I••••••••• L••, W••••••• R•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 7 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $144M to $256M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
A••••• L••• G•• C•••••• M••••••••• C• I••, W••••••• V••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 6 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $179M to $318M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at gkvcapital.com; firm contact form or inbox
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
J•••• I••••• I••••• I••••••••, A••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 1 month ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $159M to $283M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
C•••••• P••••••• T•• G••• F•••••••• G••••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 8 months ago.
Timing
Model band only
Value
$250M+
Team book $500M to $1B; portable $337M to $600M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
Z•••••• L••••• T••••, C••••••• G•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 2 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $211M to $375M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
A••••• H•••••• C•••••• R•• F•••••••• P•••••••• L••, A••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $239M to $267M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S••••• T•••••• S•••••• F•, C••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 5 prior firm moves; 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $182M to $324M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at synergyfg.com
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
S•••• Y•••••• I••••• I••••••••, A••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 5 prior firm moves; 1.7 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $270M to $302M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
B••••• H•••••••• P••••• H•••••••• A•••• M••••••••• L••, M••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 12 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $210M to $374M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
C•••••• I••••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 2 teammates (earlier co-movers) left the firm in the last 180 days; joined the current firm 5 months ago.
Timing
Model band only
Value
$250M+
Team book $5.9B; portable $4.5B to $5.0B
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 53 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
E•••••••• B•••• R•• C•••••• M••••••• L••, N•• Y•••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $5.0B; portable $2.5B to $3.5B
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C•••••• R•••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $250M; portable $200M to $225M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••• C•••• L••••• W••••• M••••••••• I•••, M•••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 6 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $157M to $279M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
S•••• B••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $655M; portable $524M to $590M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
K••• D•••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 2 teammates (earlier co-movers) left the firm in the last 180 days; joined the current firm 5 months ago.
Timing
Model band only
Value
$250M+
Team book $5.9B; portable $4.5B to $5.0B
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 53 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
I•• H••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, B•••••••• W•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$250M+
Team book $1.0B; portable $750M to $850M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
H••••• E••••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 2 teammates (earlier co-movers) left the firm in the last 180 days; joined the current firm 5 months ago.
Timing
Model band only
Value
$250M+
Team book $5.9B; portable $4.5B to $5.0B
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 53 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
J•••••• E••••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 2 teammates (earlier co-movers) left the firm in the last 180 days; joined the current firm 5 months ago.
Timing
Model band only
Value
$250M+
Team book $5.9B; portable $4.5B to $5.0B
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 53 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
K•••••• A••••• R•• C•••••• M••••••• L••, N•• Y•••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $5.0B; portable $2.5B to $3.5B
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
B•••••• K•••• I•• A••••••• I•••, B••• R••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.8 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $226M to $403M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
S•••••••• B••••• B•••• M•••• W••••• S••••••••• L••, D••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$250M+
Team book $500M to $1.0B
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
C••••• S••••• R•• C•••••• M••••••• L••, N•• Y•••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $1.2B; portable $600M to $840M
Team
No team seen
Contact
Unresolved
no contact route found
Missing: a contact route; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
J••• P•••••• F••••••• P••••••• G••••, P•••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 10 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $173M to $307M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
A•••••• S•••••• R•• C•••••• M••••••• L••, N•• Y•••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $5.0B; portable $2.5B to $3.5B
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J••• R••••• R•• C•••••• M••••••• L••, N•• Y•••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $5.0B; portable $2.5B to $3.5B
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
Z•••••• W••• D•• W••••• M••••••••• I•••, S•••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $158M to $282M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
R••• M••••• F•••••• W••••• M••••••••• L••, D•••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $198M to $353M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
B•••• R•••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $250M; portable $200M to $225M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
A•••••• B••••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••• C•••• U•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.1 years at the current firm; 3 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $450M; portable $338M to $382M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
B•••••• N••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•• J•••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 11 months ago.
Timing
Model band only
Value
$250M+
Team book $550M; portable $412M to $468M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 57 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
D••••••• T•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D••••••••• P•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $800M; portable $600M to $680M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
K••••• S•••••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$250M+
Team book $655M; portable $524M to $590M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
T••••• C••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.3 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $425M; portable $340M to $382M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C••••• J•••••• F•••••••• F••••• I•••, S••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 5 months ago.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $143M to $254M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.

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