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Why Two Women Advisors Broke Two Unwritten Breakaway Rules En Route To Taking $500 Million To A $3-Billion RIA

By Lisa Shidler
Source: RIABiz

 

It’s a tactic nobody would recommend for prisoners busting out of jail — doing it in shifts over a three-week period. There are all those lockdowns, bed searches and packs of sniffer dogs to consider. But that was precisely the plan and execution employed by Daniela Pedley and her partner Lauren Cosulich in an us-too breakout from the grips of Barclays, or is it Stifel? The two women joined six partners at the recently formed $3-billion AUM Summit Trail Advisors, bringing with them $500 million in assets held by 30 ultrahigh-net-worth families who range in age from 20 to 90.

 

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