Jeff Concepcion of Stratos Wealth Partners shares why he chose Emigrant Partners as a capital partner, what independent firm owners need to do when preparing for an acquisition, how he grew his firm from zero to $14B AUM in just 12 years, and more.
Louis Diamond Quoted – By David Sterman, RIA Intel – Throughout an advisor’s career, major milestones justify the celebratory popping of top-notch champagne. Be it the first multi-millionaire client, the first year that managed assets surpass $100 million, or when a multi-advisor team crosses the billion-dollar threshold, a great sense of accomplishment is well deserved.
PR Newswire – New York Private Bank & Trust (NYPB&T), through its subsidiary Emigrant Partners, has made an investment in NorthRock Partners, the Minneapolis-based advisory firm that provides a host of exclusive client service offerings to the Midwest’s most discerning and affluent families.
