2.0
Aug 1, 2016
Anonymous employee
Former employee, more than 3 years
Fairfax, VA
Recommend
CEO approval
Business outlook
Pros
Great investment philosophy and client centric focus. If you're a Financial Planner, great place to work. The celebrations and culture are appreciated by staff.
Cons
Environment of paranoia due to sneaky upper management. Exec levels have no direction or ability to lead the organization. Drifting away from core culture the Ric and Jean built without appropriate change management.