Robert DeChellis believes the typical client-advisor relationship is not sound because it lacks too many components. And that’s why he co-created Bonsai, a wealth management and technology platform ...
L-R: Bonsai President & COO John Mueting, Bonsai Founder & CEO Robert DeChellis, Bonsai Chief Distribution Officer Christian von Allmen Bonsai is proud to announce two new members to its leadership ...
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