Why the 350-mile move south?

It was a confluence of things; I had known Coast since 2000 and had stayed in regular contact with the principals of the company. After 10 years in investment banking it was exciting having the opportunity to join a high-quality California-based firm that is clearly going places.

Do you anticipate the sell side to buy side change taking some time to adjust to?

I'd say this: the foundation of investment banking and of investment management - as it relates to the c

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