I saw the writing on wall, when the first non-broker trained CEO was appointed at MERRILL LYNCH. My boss, who answered directly to that CEO, said to me after first meeting him, “…some people make bold moves to climb to the top. Others hide behind them so they don’t get shot in hopes of reaping […]
Patriot Day September 11 2001
Four months and 3 days prior to this date, I took early retirement from Merrill Lynch after decades of leadership to discover and correct market misalignment’s my own way. Orchestrating an alliance of other Wall Street and Business Executives I founded a broker-dealer advisory firm that drove revenue & alpha performance during a time the […]