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 Group Inc.
Philadelphia
Michael joined the Gladstone Group assisting DAK Associate’s executive search team in 2016, identifying new client engagement opportunities.
He is part of the Gladstone M&A Brokerage organization, with responsibility for advising prospective clients on matching up to Gladstone’s services.
A 1990 graduate of Fordham University, Michael was a successful Wholesaler across multiple products and channels on behalf of prominent Asset Management firms including Fidelity, Nuveen and Nationwide Financial.
He resides in Philadelphia and enjoys coaching his two young sons and managing his Real Estate investments.
“Spending multiple decades serving Advisors has put me in a unique position when the time comes to transition or expand their business.”
Michael joined the Gladstone Group assisting DAK Associate’s executive search team in 2016, identifying new client engagement opportunities.
He is part of the Gladstone M&A Brokerage organization, with responsibility for advising prospective clients on matching up to Gladstone’s services.
A 1990 graduate of Fordham University, Michael was a successful Wholesaler across multiple products and channels on behalf of prominent Asset Management firms including Fidelity, Nuveen and Nationwide Financial.
He resides in Philadelphia and enjoys coaching his two young sons and managing his Real Estate investments.
“Spending multiple decades serving Advisors has put me in a unique position when the time comes to transition or expand their business.”
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.
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