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
Nick Worontzoff has over three decades of financial service experience. He is a Founder and Managing Partner of NW3, a placement agent in venture capital. Most recently he was the Managing Director for an Austin, TX based Private Equity Real Estate firm and prior to that Head of Business Development and a minority owner at Evermore Global Advisors, an asset management firm providing investment advisory services for mutual funds and institutional accounts in separate Global and European strategies. Nick was the director of sales at Clearbrook Financial, a leading provider of fee-based managed account services to the institutional investment community. From 1995 to 2007, served in a number of sales and senior sales positions at Fidelity Investments, directing sales and marketing for Fidelity’s Registered Investment Advisor Group in the Mid-Atlantic and East Coast regions.
“Significant long-term relationships in the RIA space don’t happen by chance. It takes mutual trust, follow-up and the proven ability to add value.”
Nick Worontzoff has over three decades of financial service experience. He is a Founder and Managing Partner of NW3, a placement agent in venture capital. Most recently he was the Managing Director for an Austin, TX based Private Equity Real Estate firm and prior to that Head of Business Development and a minority owner at Evermore Global Advisors, an asset management firm providing investment advisory services for mutual funds and institutional accounts in separate Global and European strategies. Nick was the director of sales at Clearbrook Financial, a leading provider of fee-based managed account services to the institutional investment community. From 1995 to 2007, served in a number of sales and senior sales positions at Fidelity Investments, directing sales and marketing for Fidelity’s Registered Investment Advisor Group in the Mid-Atlantic and East Coast regions.
“Significant long-term relationships in the RIA space don’t happen by chance. It takes mutual trust, follow-up and the proven ability to add value.”
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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