2.0Mar 9, 2025AssociateCurrent employee, more than 1 yearOhio, ILRecommendCEO approvalBusiness OutlookProsComfortable job with a great group of people. Pay was decent.ConsSkills were not being utilized. Not respected by other firms. Changes happening due to private equity acquisition.Show more
5.0May 19, 2026InternFormer employeeRecommendCEO approvalBusiness OutlookProsGreat people and work environment. A lot of support.ConsI wish I was able to take more ownership in projects.Show moreHelpfulShare
3.0Jun 10, 2026Associate wealth advisorFormer employee, more than 3 yearsSeattle, WARecommendCEO approvalBusiness OutlookProsReally kind coworkers and wonderful clients.ConsLow salary compared to industry standard and very little path forward laid out for young people.Show moreHelpfulShare