Author: Mike Bilotta, Gladstone
I have a confession to make. After a career out of College as a Broker, Financial Planner and Branch Manager, I sought out the world of Banking, culminating as an Officer with a Bank, overseeing Commercial Banking Clients in the Philadelphia market in a new business development role.
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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