Greg Fleming
7 statements across 2 episodes · 5 bullish · 0 bearish · 2 people on the record · first statement Mar 16, 2020 by Greg Fleming · said 2 times in 1 episodes since 2023 · across every show →
On the record as a speaker too: Greg Fleming's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Ted Seides (2)
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2023 2 mentions in 1 episode
Everything said about Greg Fleming, oldest first
Mar 16, 2020 positive
Mar 16, 2020
Mar 16, 2020 positive
Fleming: Gorman's wealth management push successfully differentiated Morgan Stanley
“I thought the business model that James had started to put together was the right one. They had asset management, they had wealth management, they had the investment bank. But the wealth management to me was a key part Of what could differentiate them, and no …”
Mar 16, 2020 positive
Mar 16, 2020
Fleming: Large wealth firms struggle to integrate advisory with family office services
“Very few people in the industry have both legs of that stool. The big firms have it, but it's very hard for them to make it work together because they're such big firms. And most of the smaller firms are in one or the other, but not trying to bring it all toge…”
Mar 16, 2020 positive
Fleming: Advised Derek Jeter on assembling Miami Marlins ownership group
“Derek had some very clear ideas on which part of the country he wanted to be in, and at some point, the Miami franchise was on the market, and we spent a lot of time, talk about getting to know somebody, six, seven, eight months in intensive
Effort to put a gr…”