Chairman and CEO Jim Cracchiolo has led the company since the 2005 spinout, compounding intrinsic value with consistent execution, expense discipline and astute capital returns.
The team communicates clear financial targets, emphasizes ROE and FCF, and has navigated multiple cycles while improving mix toward fee‑based advice and high‑margin asset management. Operating rigor shows in steady margins and high returns, with credible investor materials and transparent non‑GAAP reconciliations.
Recognition for client and advisor service further evidences cultural strength.







