Gensler’s term was set to expire in 2026, but he announced today that he will leave on Jan. 20, 2025. He called working with the commission’s staff “an honor of a lifetime.”
Front Street Capital Management, which previously used Schwab for custody, has switched to SEI in part because of support for its unique investing activities.
Mainstay Wealth Management, with over $850 million in AUM, was with Ameriprise Financial Services for 33 years and is now part of Steward’s legacy division.
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