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.
Philadelphia
Steven brings over a quarter century of experience leading Asset and Wealth Management Executive Search & Consulting for DAK Associates. At Gladstone he supports new client development and oversees Buy-side and Sell-side engagements, across all phases of the process.
In addition to his roles in Search and M&A Brokerage, Steven has been a major contributor to the Envestnet Institute on Campus initiative. He resides in Philadelphia with his wife Jennifer, son Brannen, and daughter Isabel. He earned his FINRA 79 license in 2022.
“Information and Intelligence — these are the common denominators for our clients and for us. We offer both, whether you’re looking for the best candidate, the most competitive data, or a more elaborate lift-out to complete your company’s strategic vision.”
Steven brings over a quarter century of experience leading Asset and Wealth Management Executive Search & Consulting for DAK Associates. At Gladstone he supports new client development and oversees Buy-side and Sell-side engagements, across all phases of the process.
In addition to his roles in Search and M&A Brokerage, Steven has been a major contributor to the Envestnet Institute on Campus initiative. He resides in Philadelphia with his wife Jennifer, son Brannen, and daughter Isabel. He earned his FINRA 79 license in 2022.
“Information and Intelligence — these are the common denominators for our clients and for us. We offer both, whether you’re looking for the best candidate, the most competitive data, or a more elaborate lift-out to complete your company’s strategic vision.”
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
