Emigrant Partners

"Pick three. Stay laser-focused, nail those three, and then evolve to add your next goal as you're working the first one into a more institutionalized framework. And that adds more value to a billion dollar firm than trying to do everything." — Liz Nesvold Emigrant Partners Chair, Liz Nesvold, joined Jeff Concepcion for a conversation on the topic of proper planning for successful business growth. Listen to the full episode of the Evolving Advisor Podcast here: https://lnkd.in/ejgrpNWV

“In the movie ‘Jerry Maguire,’ the protagonist advocates for fewer clients and more personalized service — something that feels more relevant now than ever [in the wealth management industry]. As firms grow, they need to be mindful of maintaining a balance between profitability and mission. Are we growing for the right reasons? Or are we chasing scale at the expense of client relationships?” Read the full story as Liz Nesvold and Peter Nesvold, Esq., CFA, CPA discuss the importance of prioritizing client service as RIAs grow and scale here: https://lnkd.in/eAyREfj8   Thank you to Citywire RIA for including Liz Nesvold and Peter Nesvold, Esq., CFA, CPA in this guest column.  

🚨 🚨 🚨 The latest episode of RIA+ is out today, featuring one of the most successful - and longest-tenured firms in our industry. This episode of RIA+ features two key leaders at Gibson Capital, LLC – which recently celebrated its 35th anniversary and now manages roughly $2.5B for 200 families across the country. While a number of strategic decisions have contributed to Gibson’s prolonged success, the notion of providing “uncommonly attentive advice” has always stayed at the core for Gibson, one of the most focused and intentional RIAs you will ever come across. Thank you to Christine T. DeMao, AIF®, SHRM-CP®, Gibson’s COO, and Christopher Sidoni, CFA, CFP, Gibson’s CIO, for joining me on this Emigrant Partners podcast to talk about their unique approach to building one of the industry’s premier firms - and how its ability to go narrow and deep has differentiated Gibson in an increasingly competitive market. Enjoy Episode 2 of Season Two of RIA+: https://lnkd.in/eYMvTihV

Are RIAs facing a “Jerry Maguire” moment between growth and client service?   Emigrant Partners's Liz Nesvold sat down with Brian Hamburger and Ian Wenik at the Citywire RIA CIO Summit in Miami to discuss how RIAs can unlock new growth opportunities and effectively scale – while also remaining focused on being client-centric. See full coverage of the session here: https://lnkd.in/eRejmg9T

RIA+ season 2 is coming soon! Be on the lookout for new episodes next week on growth, talent, and leadership for wealth management executives.   In case you missed it, listen to all episodes of season 1 now: https://lnkd.in/esCeRpK5

We are pleased to share that Emigrant Partners has reinvested into F.L.Putnam Investment Management Company. As our CEO, Jennifer Souza said, ‘We’ll continue to help them on inorganic opportunities, and we also see significant opportunities to support acceleration of organic growth given their expanding footprint and leading position in some of the best wealth markets in the Northeast.’ Read the full story on Emigrant Partners' reinvestment into Tom Manning and team at F.L.Putnam Investment Management Company here: https://lnkd.in/eqitsZHF Thank you to Ian Wenik and Citywire USA for covering this story.

Emigrant Partners is honored to share that we have been named to Wealth Solutions Report's "Cap 5: Top Private Equity and Capital Growth Partners" -- which recognizes standout capital partners in the wealth management industry. Read more about the Cap 5 here: https://lnkd.in/gyFRqmaB

It has been a busy few months for Emigrant Partners -- we are grateful to our industry partners for having us at their events and for the opportunity to connect with their respective communities. These events are an incredible reminder of all of the innovation taking place across our industry. Congratulations to our partner firms, Gerber Taylor and Morton Wealth who have hosted their own extremely successful investor events this month, and who continue to build unique and powerful connections with their respective client bases.

Watch Emigrant Partners Chair, Liz Nesvold, share her perspective of the M&A landscape below. Thank you to Citywire RIA for featuring Liz.

Congratulations to Emigrant Partners Partner Firms -- F.L.Putnam Investment Management Company, SteelPeak Wealth, Morton Wealth, Pure Financial Advisors, LLC, and MONECO Advisors -- for being named to Forbes Advisor's 2024 Top RIA Firms list. View the full list here: https://lnkd.in/gyRbJuW8