RIA+ season 2 is coming soon! Be on the lookout for new episodes next week on growth, talent, and leadership for wealth management executives. ? In case you missed it, listen to all episodes of season 1 now: https://lnkd.in/esCeRpK5
关于我们
Emigrant Partners is a capital and advice partner that makes minority investments into wealth, asset, and alternative asset managers. Currently, we are partners with 20 growth-oriented firms collectively advising on over $100 billion of AUM/AUA. We provide our partner firms long-term, stable capital, and growth support through our strategic guidance. Our model allows partner firms to retain control over their strategy, investment decisions, and day-to-day operations.
- 网站
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https://www.emigrantpartners.com
Emigrant Partners的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- New York，New York
- 类型
- 私人持股
- 领域
- Wealth Management、Investing、Strategy和Asset Management
地点
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主要
获取路线
6 E 43rd St
US，New York，New York，10017
Emigrant Partners员工
动态
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We are pleased to share that Emigrant Partners has reinvested into F.L.Putnam Investment Management Company. As our CEO, Jennifer Souza said, ‘We’ll continue to help them on inorganic opportunities, and we also see significant opportunities to support acceleration of organic growth given their expanding footprint and leading position in some of the best wealth markets in the Northeast.’ Read the full story on Emigrant Partners' reinvestment into Tom Manning and team at F.L.Putnam Investment Management Company here: https://lnkd.in/eqitsZHF Thank you to Ian Wenik and Citywire USA for covering this story.
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Emigrant Partners is honored to share that we have been named to Wealth Solutions Report's "Cap 5: Top Private Equity and Capital Growth Partners" -- which recognizes standout capital partners in the wealth management industry. Read more about the Cap 5 here: https://lnkd.in/gyFRqmaB
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It has been a busy few months for Emigrant Partners -- we are grateful to our industry partners for having us at their events and for the opportunity to connect with their respective communities. These events are an incredible reminder of all of the innovation taking place across our industry. Congratulations to our partner firms, Gerber Taylor and Morton Wealth who have hosted their own extremely successful investor events this month, and who continue to build unique and powerful connections with their respective client bases.
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Watch Emigrant Partners Chair, Liz Nesvold, share her perspective of the M&A landscape below. Thank you to Citywire RIA for featuring Liz.
At last week's #CAISsummit, Liz Nesvold, chairman of Emigrant Partners joined audience development's Reagan Darrah to discuss all things M&A. You can look forward to more fascinating insights from Liz Nesvold at Citywire RIA's upcoming Miami CIO Summit this Dec. 3-4, where she'll be joining Brian Hamburger for a fireside chat with editor Ian Wenik. Watch below to see how Liz believes allocations to alts might affect an RIA's standing in the M&A landscape, and much more. To learn more about our Miami CIO Summit, visit the link below: https://lnkd.in/e2g2Ccca #CitywireRIA Citywire USA Amelia Holland Arielle Shternfeld
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Congratulations to Emigrant Partners Partner Firms -- F.L.Putnam Investment Management Company, SteelPeak Wealth, Morton Wealth, Pure Financial Advisors, LLC, and MONECO Advisors -- for being named to Forbes Advisor's 2024 Top RIA Firms list. View the full list here: https://lnkd.in/gyRbJuW8
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Episode 8 of Catchlight's Grow Organically podcast: Tech, Talent, and Experimenting with Mark Bruno, Managing Director and Head of Strategic Advisory at Emigrant Partners is now live. Mark joins Dan on the podcast to discuss growth strategies including compensation plans, digital marketing, and the importance of tech and talent. Listen now: https://lnkd.in/gYFw8Xcq Thank you to Catchlight and Daniel Gilmartin for including us in this episode.
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Welcome Kyle Gentile to the Emigrant Partners team! Read more about Kyle's new role here: https://lnkd.in/etRBTsdS Thank you to Ian Wenik and Citywire USA for covering this story.
Emigrant Partners hires ex-Focus dealmaker as growth exec
citywire.com
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Emigrant Partners is proud to share that our Chair, Liz Nesvold, has been named to the Wealth Solutions Report "M&A 5" -- which recognizes the industry's top M&A professionals. Liz shared her perspective and outlook for wealth management deal activity with WSR in this feature story profiling the M&A 5: https://lnkd.in/gQzwsndB
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Congratulations to Emigrant Partners' partner firms STRATOS, Pure Financial Advisors, LLC, and F.L.Putnam Investment Management Company for being selected in Barron's 2024 Top 100 RIA list. We are proud to partner with a network of exceptional firms and management teams. View the full Top 100 list here:
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