3.0
May 14, 2026
Former employee
Los Angeles, CA
Recommend
CEO approval
Business Outlook
Pros
Prestige, in- house team, clients respect the name.
Cons
They are still trying to figure out how the systems work, metrics used to track activity is very flawed, often leading to unfair views of productivity. The firm is reactive, rather than proactive when figuring what works best for their bankers to put them in positions to succeed.