Tim White Management Partner Tag

FOR IMMEDIATE RELEASE: Kaye/Bassman Managing Partner Tim White Featured in the Financial Advisor Magazine, Morgan’s Protocol Exit May Not Slow Broker Defections Plano, TX | 11/29/2017 By Dan Jamieson Morgan Stanley’s action this month to pull out of the broker recruiting protocol immediately triggered speculation about other firms possibly...

FOR IMMEDIATE RELEASE: Kaye/Bassman Managing Partner Tim White Featured in the Fund Fire, Deutsche Poaches JPM Vets in Private Bank Expansion Dallas, TX | 4/4/2016 By Danielle Verbrigghe Two private equity-backed wealth management shops are joining forces to create an $8 billion registered investment advisor (RIA) and trust firm. Kanaly...