Emigrant Partners

Congrats to our partners at Sustainable Development Capital, LLP and to General Atlantic on today's announcement. The Emigrant Partners team is proud to be aligned with you, and we look forward to the continued growth and impact that Jonathan Maxwell and his leadership have empowered at SDCL.

Thank you to all of the publications that featured Emigrant Partners and our Partner Firms in the news this week:   · Corporate Counsel Business Journal's 2024 Spring Edition featuring EP’s General Counsel, Jamie Sklar, on “Hiring People with the Skills You Seek”: https://lnkd.in/ex2MihHF · WealthManagement.com for recognizing Peter Raimondi of Dakota Wealth Management, Michele Welsh of Verdence Capital Advisors, and Lucas Belanger, CFP® of Verdence Capital Advisors for being named as finalists for the CEO, CMO, and Rising Star of the year awards: https://lnkd.in/dgJMPx_m · USA TODAY for including F.L.Putnam Investment Management Company , SteelPeak Wealth, and Dakota Wealth Management in its 2024 top 200 best RIAs list: https://lnkd.in/e-ARUzCM · Wealth Solutions Report for honoring Sarah Pochedly of STRATOS as a “Next 5: Next Gen Wealth Management Leader”: https://lnkd.in/ehK2cxNp   Congratulations to all of our partner firms for these well deserved recognitions!

Standing room only as our Jason Ehrlich takes the stage at BNY Mellon | Pershing Insite to share his perspectives on the “consolidation explosion” in the RIA industry. In addition to giving a state-of-the-state on industry M&A activity, the panel is going beyond the numbers and unpacking the psychology of deal-making, how talent can influence valuations - and ultimately, how to ensure success for all parties long-term. Very appropriately positioned as a “Masterclass;”thank you BNY Mellon | Pershing for featuring Emigrant Partners in this important discussion. #realinsite

Please join Emigrant Partners in congratulating our partner firms - Peter Raimondi of Dakota Wealth Management, Michele Welsh of Verdence Capital Advisors, and Lucas Belanger, CFP® of Verdence Capital Advisors - for being named as finalists for the CEO, CMO, and Rising Star of the year award, respectively. Thank you to WealthManagement.com for including our partner firms on this list. View the full list here: https://lnkd.in/dgJMPx_m

There's frequent talk about the intense competition for talent in the RIA industry. But we rarely hear in-depth from the firms and leaders who are quietly - and successfully - attracting, developing and retaining NextGen talent with the goal of building a "forever firm." That is the No. 1 reason I wanted to have Charlie Rocco from MONECO Advisors, on this episode of RIA+, which is now available on all podcast platforms. Charlie and I dove deep into the talent and human capital approaches at Moneco, which joined the Emigrant Partners roughly one year ago. The firm has experienced some incredible growth through a mix of organic and inorganic strategies - and ultimately, talent has been at the core of its growth engine. Enjoy episode 10 of RIA+: https://lnkd.in/ez9_8mjk #wealthmanagement #RIA

Thank you to the Dakota Wealth Management team for including the Emigrant Partners team in such a special employee event last week. We are thrilled to be true partners with such a vibrant, innovative firm. Special thanks to Peter Raimondi, Bryan K., and Leslie Arsenault Metz for creating such an incredible experience and for hosting Jennifer Souza, Jason Ehrlich, Mark Bruno and Ryan Carr.

We are thrilled to share the news that Emigrant Partners has completed a second-round investment in Dakota Wealth Management. As our CEO Jennifer Souza told Citywire RIA, “Dakota exemplifies the type of investment we are looking to make. When we invested a year ago, it was really identifying Peter Raimondi and his team as the type of leadership team that we want to back.”   We look forward to continuing to deepen our relationship with Dakota, and to strategically helping to accelerate their impressive growth. Thank you Ian Wenik and Citywire for covering this important news. https://lnkd.in/e_tkFKR9

The top two discussions points at the 2024 Emigrant Partners Leadership Summit earlier this month were clear: 1. The evolution of growth opportunities in the wealth management industry 2. The continuous development and addition of new talent While many firms emphasize the importance of growth, often overlooked is the role that truly strategic growth can play in helping firms attract and retain talent. At our EP Leadership Summit, Mark Bruno talked with Tom Fields, CFP® about how growing firms are becoming a 'destination' for top talent - a topic that will be explored in more detail on an upcoming episode of Emigrant Partners podcast, RIA+. https://lnkd.in/esCeRpK5

We are super duper thrilled to share that Farana C. has joined the Emigrant Bank and Emigrant Partners teams as Chief of Staff to me and my dear partner, Jennifer Souza. Given her experience, strong work ethic and can-do attitude, we know she will be an asset for the broader Emigrant organization and our Emigrant Partner Firms. Welcome aboard, Farana!

Celebrating Growth, Talent, and Leadership in Scottsdale, AZ this week! Here is a snapshot from our inspiring 2024 Leadership Summit, where visionaries, thought leaders, and industry experts converged to explore the future of the wealth & asset management industry. We are grateful to have been joined by Howard P. Milstein, Executive Chairman of Emigrant Bank, who alongside senior executives, shared insights on growth strategies, effective leadership, and nurturing talent within and beyond our community. A sincere thank you to all of our partner firms for joining us and to our dynamic speakers for sharing their wisdom. Together, we are shaping the industry landscape with innovation and excellence. Thank you to our event sponsors - Fidelity Investments, SS&C Technologies, Flourish, PPB Capital Partners, Pontera, and Fynancial - for helping to take this event to the next level and supporting so many of our Partner Firms' growth efforts. Lastly, a shout out to our Emigrant partners at Personal Risk Management Solutions, 8AM Golf, True Spec Golf and Parker McLachlin, the world renowned “Short Game Chef” for sharing their time, talent and teaching. We are lucky to be part of such a wonderful collection of businesses across the Milstein Companies Jason Carver, Stacey McKinnon, Quentin Reeve, Aaron Klein, Paul Heath, Charlie Rocco, Leo Kelly, Michael Douglass, John Furey, Laura Delaney, Liz Nesvold, Jennifer Souza, Jason Ehrlich, Mark Bruno Celia Santana