Financial Services Industry
Industry: Email Alert RSS FeedSmall custodian to compete with large players; Colorado firm hires Fiserv exec to guide expansion.(News)
Investment News, December, 2005
Byline: Brooke Southall SAN FRANCISCO - Stephen A. Finn has placed two outsize wagers in the past few years, and his tiny custodian is starting to win assets from big advisory firms. "I anted up twice'' in recruiting a chief executive from a larger firm and by investing millions of dollars in designing software, said the chairman and majority owner of Trust Company of America.
"I looked at how David could compete with Goliath,'' he added. The Centennial, Colo.-based asset custodian is not only gathering substantial assets but winning them from the kinds of clients even its largest competitors might covet. "We needed to support reps in the field, and I don't think anyone else in the country offers'' omnibus trading on this basis, said...
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