Dave Breslin, formerly head of First Republic’s private-wealth unit, runs the new firm, which is being launched as GC Wealth. The company has steadily built up a base of existing high-net-worth ...

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set ...