Manhattan West Strengthens Its Tri-State Area Presence with Addition of Seasoned Wealth Advisor Larry Rollins, CFP® Strategic new hire to help expand private wealth management footprint in Connecticut, New York, New Jersey, and southeast Florida “Larry’s experience is a huge asset to our team. The advantage of hiring experienced, entrepreneurial advisors is that the firm and our clients feel the impact immediately. Larry’s dedication aligns with our firm values as we are investing in creating a powerful team for discerning investors and strengthening our presence on the East Coast to better serve our high-net-worth clients in this region” said Lorenzo Esparza, CEO and Founding Principal of Manhattan West. Matt Gibbons Austin Ho Kaden J. Funk Lorenzo Esparza Angie Spielman Francois Maximilian Schramek, CFA Jim McCoy Justin McCurdy, CFP®Nicholas Wolf, CFP®, CEPA® Patrick McDonald, CFP® Rob Wussler #FinancialAdvisors https://lnkd.in/gGSwnJJ7
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𝗜𝗖𝗬𝗠𝗜: After 24 successful years at J.P. Morgan, David Nolet embarks on a new journey, launching Nolet Wealth Management in Fort Worth, Texas. With a focus on families with $100 million+ net worth, David's boutique-style service promises complete oversight of investment portfolios and a unique approach to shaping the next generation's financial legacy. "𝘛𝘩𝘪𝘴 𝘪𝘴 𝘯𝘰𝘵 𝘢 𝘴𝘵𝘰𝘳𝘺 𝘢𝘣𝘰𝘶𝘵 𝘢 𝘣𝘳𝘦𝘢𝘬𝘢𝘸𝘢𝘺 𝘧𝘪𝘳𝘮 𝘢𝘯𝘥 𝘵𝘢𝘬𝘪𝘯𝘨 𝘢 𝘣𝘶𝘯𝘤𝘩 𝘰𝘧 𝘤𝘭𝘪𝘦𝘯𝘵𝘴,” 𝘩𝘦 𝘴𝘢𝘪𝘥, “𝘈𝘵 𝘢 𝘵𝘺𝘱𝘪𝘤𝘢𝘭 𝘙𝘐𝘈 𝘰𝘳 𝘭𝘢𝘳𝘨𝘦 𝘧𝘪𝘳𝘮, 𝘢𝘯 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘤𝘢𝘯 𝘩𝘢𝘷𝘦 50 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘰𝘳 𝘦𝘷𝘦𝘯 100. 𝘐𝘯 𝘵𝘩𝘦 𝘯𝘦𝘹𝘵 𝘵𝘩𝘳𝘦𝘦 𝘵𝘰 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴, 𝘐 𝘩𝘰𝘱𝘦 𝘵𝘰 𝘩𝘢𝘷𝘦 𝘴𝘦𝘷𝘦𝘯 𝘵𝘰 10 𝘤𝘭𝘪𝘦𝘯𝘵𝘴.” Winthrop & Co. 💡
Ex-JPMorgan Private Banker Who Ran $24B Forms Family Office Firm
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While the institutional real estate sector experiences a noticeable market contraction, there are seasoned players making strategic moves. Taking inspiration from Warren Buffett's advice to "invest when others are fearful," Chad Pike, a key figure at Blackstone, has returned from retirement to seize opportunities in the current market. His new venture is poised to navigate the downturn and has already recruited 12 executives, with plans to hire an additional 40 employees. Learn more from PERE here: https://lnkd.in/gBj4cmT5 #investmentrealestate #marketwatch #jobalert
Ex-Blackstone real estate boss Chad Pike returns to the market
perenews.com
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Founder of Legacy Capitals and author of LEGACY (for families and advisors) & LOVE YOUR CLIENTS (for advisors)
Food for thought...ALERT! Important article reflecting #MarkHurley's past and present predictions about the wealth management industry. As someone who worked five years at Drexel Burnham Lambert (Investment Banking Firm), fifteen years at Merrill Lynch (overlapping with Bank of America), and now twelve years serving the RIA, SFO/MFO and Independent Wealth Management firms, allow me to offer a different perspective than Mark Hurley. I don't think the proper metaphor is a "jungle." A better one is a strategic "chess match." A chess match that isn't played with just AI skills, but with Emotional, Relational, and Spiritual skills! Not Everything that can be Counted, Counts, and not Everything that Counts, Can Be Counted. Albert Einstein If one only looks at "the data" then one will always miss the bigger picture (the why). Mark Hurley said in the article (referring to mega-firms), "But they’re looking for intergenerational assets they could own for 10-15 years, 20 years, 30 years. This is a perfect business for that.” This should be the minimum goal of any wealth management firm because the fiduciary thing to do is look out for the clients' best interests and their interests include their loved ones. With 78 trillion dollars transferring generations as we speak, to ensure retaining "intergenerational assets" THEN THE INDUSTRY MUST START THINKING AND FUNCTIONING LIKE WHOLE FAMILY ADVISORS®️..ADVISORS WHO CARE FOR WHAT THEIR CLIENTS CARE ABOUT MOST AND THAT IS THEIR LOVED ONES. Otherwise the intergenerational assets will always be at high risk from leaving the firms and no aggregator or private equity firm will ever be able to chase this non-linear trend line. That's what I think...what do you think? 609.917.0161 #wealthmanagement #privatewealthmanagement #familyoffice Michael Kitces John Sullivan Gordon Ross Shirl Penney Andy Sieg Focus Financial Partners Ali Taylor Sterling Shea Jennifer Povlitz Ellen Bailey Kurt Cornfield, CFP®, CKA® Legacy Capitals Kristen Heaney David Plotts Fielding Miller CNBC Perry Gladstone https://lnkd.in/gNmKRXP9
Welcome to the Jungle: Mark Hurley Says the Party’s Over For Wealth Management
wealthmanagement.com
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"WealthManagement.com: Hines has already worked in the private wealth channel for the past two decades. What was the impetus to create Private Wealth Solutions right now? Paul J. Ferraro, CAIA: The Hines Private Wealth Solutions platform builds on the momentum of the firm’s 20-year history that you spoke of. We are calling it a rebranding rather than a launch. In my opinion, it is part of a natural evolution of the business. It really reflects on commitment to offering quality products to a variety of investors, both in the U.S. and around the world." #PrivateWealth #RealAssets #Alts #AlternativeInvestments #PrivateMarkets #RIA #IBD #FamilyOffices #HNW #UNHW Hines
Q&A: Hines Private Wealth Solutions' Paul Ferraro
wealthmanagement.com
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Co-Founder & Partner, Broadhaven Ventures at Broadhaven Capital Partners and Founder, Alt Goes Mainstream
The 21st edition of the Alt Goes Mainstream by The AGM Collective is out! What does the future hold for wealth management? Wealth management M&A has gone from strength to strength over the past few years. There are a number of interesting questions about what current transaction multiples, particularly at the upper end of the RIA market, mean for future transactions in the space. How long can valuations continue to persist? And at what point are investors (or strategic buyers) paying a price that won’t be sustainable relative to growth or one they will be able to fetch at sale? As we think about transaction multiples, the next question becomes who is the next buyer of the minority stakes and what price are they comfortable paying? Read on for more about the evolution of transaction multiples in the wealth space and what the future might hold. This AGM Alts Weekly covers: 🗂️ AGM Index, an index that tracks the leading publicly traded alternative asset managers. 🗞️ AGM News of the Week, this week covering: 📌 Institutional Investor's Alicia McElhaney on the partnership between Centerbridge Partners, L.P. and Wells Fargo and what it could mean for private credit. 📌 PitchBook's Leah Hodgson on why VC direct secondaries are heating up in Europe. 📌 City AM's Frank Dalleres on Dynasty Equity's investment into Liverpool Football Club and what it means for future growth of the club on and off the pitch. 📌 PitchBook's Rosie Bradbury on why we may not have seen the worst of down rounds in VC just yet. 💻 Who is hiring: Senior-level positions from companies like iCapital, bunch, Republic, Isomer Capital, J.P. Morgan Asset Management. Subscribe 👇 to see what's going on in alts so you and your firm can stay up to date on the latest trends and navigate this rapidly changing landscape as alts go mainstream. https://lnkd.in/ePUsycNZ
AGM Alts Weekly | 10.01.23
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What are wealth managers and family offices actually for - managing investments for healthy returns, or enabling transition to the next generation? Here's my analysis of the industry's changing dynamics in Professional Wealth Management (PWM) and the Financial Times #WealthManagement hub, including commentary from David Fox of Northern Trust, John Schuman of Corient, Heather Flanagan at Wealthspire Advisors and Charles Jewkes, CFA from Aviva Investors https://lnkd.in/ed9SnSwJ
Wealth firms must transform strategy to woo family offices - Professional Wealth Management
pwmnet.com
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Savvy Advisors Adds Three New Principal Wealth Managers - https://lnkd.in/gx4P9_ar Follow #citybiz on LinkedIn - https://lnkd.in/eBgXKiz8 Savvy Wealth, GinaRose Galli, Aaron Wiegman, CFP®, Arynton Hardy, AIF®, Dustin Parsons, AAMS™ #financialservices #principal #wealthmanagers
Savvy Advisors Adds Three New Principal Wealth Managers
https://www.citybiz.co
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I'm honored to recognize the Alto Wealth Management Group for their recognition by Forbes as one of the 2024 Best-in-State Wealth Management Teams. Congrats to Matt Sotland and Kevin Meehan on their hard work and consistently putting their clients first! #wealthmanagement #buffalo #orchardpark #retirementplanning #forbes #bestinstate The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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Co-Founder & Partner, Broadhaven Ventures at Broadhaven Capital Partners and Founder, Alt Goes Mainstream
The 20th edition of the Alt Goes Mainstream by The AGM Collective is out! Today is about connecting the dots. Consolidation is the theme of the day, and perhaps the past few years, in both private equity and wealth management. This week’s articles highlight just how prevalent consolidation is in private markets. It seems like almost weekly we are seeing yet another wealth management platform consolidate another wealth management firm or receive a sizable investment from a private equity fund. The Carlyle Group's investment into CAPTRUST highlights this week's news. While private equity sees an investable opportunity in the wealth management space because of the attractiveness of consolidating firms into larger platforms, private equity itself appears to be undergoing consolidation. CVC Capital Partners acquiring DIF Capital Partners and planning for a November IPO is one proof point. Ares Management Corporation continued expansion into other areas of private markets, like sports and entertainment, capped off by a recent $500M investment into Chelsea Football Club, as they add to their growing sports portfolio is another. If much of private markets is in the midst of consolidation, what’s next to be consolidated? This AGM Alts Weekly covers: 🗂️ AGM Index, an index that tracks the leading publicly traded alternative asset managers. 🗞️ AGM News of the Week, this week covering: 📌 Reuters' Anousha Sakoui on CVC Capital Partners gearing up for a possible November IPO and what it means for the continued institutionalization and platformization of private equity. 📌 Financial Times' Arash Massoudi, William Louch, Samuel Agini on Ares Management Corporation investing $500M into Chelsea Football Club and why multi-club ownership (MCO) is becoming more prevalent. 📌 Citywire's Ian Wenik on The Carlyle Group finally getting directly into the RIA game with its recent investment into $832B AUM CAPTRUST. 📌 Financial Times' William Louch & Chris Flood on how private equity M&A may consolidate the space, with thoughts from Partners Group CEO Dave Layton on private markets entering a "“new phase of maturation and consolidation." 📌 Ares Management Corporation CEO Michael Arougheti sharing his views on the future of private credit (and what it will take for private credit to grow to $3T and beyond) at the Bloomberg Global Credit Forum. 💻 Who is hiring: Senior-level positions from companies like iCapital, bunch, Republic, Allocate, Isomer Capital. Subscribe 👇 to see what's going on in alts so you and your firm can stay up to date on the latest trends and navigate this rapidly changing landscape as alts go mainstream. https://lnkd.in/eigAdJJf
AGM Alts Weekly | 9.24.23
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President & CEO at Ryan Enterprises; Senior Advisor at Greenwich Advisory & Company
5moCongratulations Larry!