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Jack McDonald was previously CEO of Conifer Financial Services, where grew AUA from $5B to $125B. He is a former UBS executive. Jack was inducted into Global Custodian’s “Legends of The Industry.”
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Jack McDonald
CEO
Arthur Britto
Founder, President
Suellen Galish
Chief Compliance Officer
Fred C. Wagner
COO & CFO
Brian Wolf
Chief People Officer
+ 10 more
3 members
5 members
Current role
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