person● Verified · SEC records
Cooper Rey
In PWD coverage since August 24, 2026 · 1 story
Career record
currentIAFORESIDE FUND SERVICES, LLC
PWD coverage
Moves
The custody layer gets its own talent war
Schwab, Pershing and Orion reset their leadership in a single week while a $2.4 billion team walked to LPL. The contest for talent now runs through the platforms that hold the assets.