harvey-ceo

PROVEN RESULTS

Asset Management Platform


HarveyCEO initiated the partnership between an accomplished financial services executive and a West Coast-based private equity firm to target platforms in the asset management industry. The executive is a 30+ year industry veteran who held significant positions with Legg Mason, Inc. and Prudential Financial. The partnership resulted in an investment into a registered investment advisor with $7 billion in assets under advisement. The executive now serves as Executive Chairman and works closely with the management team to continue to grow and broaden distribution.

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