Millennials are still in the very early stages of market participation: those under 35 own just 4 % of mutual fund assets, but the 80 - 90 million millennials will soar in importance to everyone in the wealth /
asset management business before too long.
Not exact matches
Before founding his own
businesses, Mr. Roche helped oversee $ 500M + in
assets under
management with Merrill Lynch Global Wealth M
management with Merrill Lynch Global Wealth
ManagementManagement.
In 2003, Charles co-founded Parish Capital Advisors, a private equity fund of funds focused on small and niche private equity managers, and helped grow the
business to $ 2.2 billion in
assets under
management before it was sold to the StepStone Group in 2012.
She was vice president at TD Bank
before becoming Chairman & CEO of Guardian Capital's Worldsource Financial
Management, creating and overseeing four divisions nationally, and ultimately growing the
business to over $ 8B in
assets.