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Showing 1 - 2 of 2 results for "Treysta Wealth"

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... pitch yourself as an investment adviser, you have made yourself a commodity who can be easily replaced." Meanwhile, Treysta Wealth Management executive director Mark Nagle said when talking about HNW clients, the challenge is not generally a financial ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... amount in Lumiant, while Savant pledged a $3 million investment. "Twenty years ago, I bought into an FP business (Treysta Wealth) that spawned an SMA business, that inspired an IMA business (Implemented Portfolios) that led to Lumiant," Burggide said ...
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