Gladstone Associates, LLC is a full-service M&A Advisory firm with a national footprint. Get to know the people behind Gladstone:
Senior Advisor
Gladstone Associates, LLC.
New York City
Jaime is a Senior Advisor with over 25 years of experience in the financial services industry. In his current role, Jaime collaborates closely with Gladstone’s Senior Management on business development and execution of selected M&A, valuations, and other strategic advisory engagements.
Prior to Gladstone, Jaime co-founded Park Sutton Advisors, an investment banking boutique based in New York. At Park Sutton Advisors, Jaime focused on middle-market M&A and strategic advisory work in the financial services sector for over 10 years working with asset and wealth managers, broker-dealers, and fund administrators globally, advising on dozens of successful Sell-side and Buy-side engagements.
Prior to Park Sutton Advisors, Jaime spent a decade advising Latin American high-net-worth individuals and families representing over $500 million in assets on behalf of HSBC Private Bank and Citigroup Private Bank.
Jaime holds a Bachelor of Science in Business Administration from the University of Lima, Peru. He also holds a Master of Business Administration in Finance, Marketing, and Strategic Management from The Wharton School of the University of Pennsylvania.
“A seasoned and accomplished Investment Banker balances the Financial, Legal and People aspects of a transaction in a highly strategic manner. The result is a successful win-win for all parties.”
Jaime is a Senior Advisor with over 25 years of experience in the financial services industry. In his current role, Jaime collaborates closely with Gladstone’s Senior Management on business development and execution of selected M&A, valuations, and other strategic advisory engagements.
Prior to Gladstone, Jaime co-founded Park Sutton Advisors, an investment banking boutique based in New York. At Park Sutton Advisors, Jaime focused on middle-market M&A and strategic advisory work in the financial services sector for over 10 years working with asset and wealth managers, broker-dealers, and fund administrators globally, advising on dozens of successful Sell-side and Buy-side engagements.
Prior to Park Sutton Advisors, Jaime spent a decade advising Latin American high-net-worth individuals and families representing over $500 million in assets on behalf of HSBC Private Bank and Citigroup Private Bank.
Jaime holds a Bachelor of Science in Business Administration from the University of Lima, Peru. He also holds a Master of Business Administration in Finance, Marketing, and Strategic Management from The Wharton School of the University of Pennsylvania.
“A seasoned and accomplished Investment Banker balances the Financial, Legal and People aspects of a transaction in a highly strategic manner. The result is a successful win-win for all parties.”
Network. Learn. Grow.
Gladstone Group’s Annual M&A Conference is the wealth management industry’s premier event for successful Registered Investment Advisors who want to learn more about how to surpass their firm’s goals via a merger or acquisition.
The audience is RIAs, the format is engaging, and the business opportunities are plentiful.
Gladstone’s Sr Managing Director Derek Bruton conducts incisive interviews with industry notables in the ‘Can You Hold My Attention’ series
RIA Wealth Managers, Fin/WealthTech, Private Equity Funds, Banks & Insurance Cos, Money Managers and Family Offices recognize that having the best advice and representation is critical to achieving success.
Whether you were referred by a trusted colleague or simply doing preliminary research, we look forward to learning more about your business and providing a no-cost initial consultation to find out if our skills match your needs.
Please connect with us today and we’ll be happy to have a confidential discussion.
Information presented on this website is not intended as tax or legal advice. You are encouraged to seek tax or legal advice from a qualified professional.
© 2023 Gladstone Associates, LLC
