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
Beaird Harris, Dakota Wealth Management, Maslow Wealth Advisors, Evensky & Katz / Foldes Wealth Management, F.L.Putnam Investment Management Company, Gerber Taylor, Gibson Capital, LLC, Hollencrest Capital Management, Koda Capital, Legacy Wealth Management, Inc. (Memphis, TN), MONECO Advisors, Morton Wealth, Pure Financial Advisors, LLC, Sand Hill Global Advisors, Sustainable Development Capital, LLP, Soltis Investment Advisors, SteelPeak Wealth, STRATOS, Ulrich Investment Consultants, Verdence Capital Advisors
Jennifer Souza
4mo
What an amazing week with Emigrant Partners' one-of-a-kind Partner Firm community! Our team is already looking forward to the next one.
Laura Delaney
4mo
I was thrilled to contribute! Thank you for having me. First-rate event!
Jonathan Ayres
4mo
Thanks so much for having us Emigrant Partners team. What an amazing few days! More than worth trek for us at Koda Capital for all of the ideas and connections. A great size (not too big, not too small), wonderfully curated content (great balance between presentations and panel sessions and time for discussion) and above all else, wonderful people. A great group of independent fiduciaries at the cutting edge of our profession.
Thanks for including PPB Capital Partners. Clearly, Emigrant Partners is special collective of top RIAs poised to take advantage of this special time in the private wealth space. Looking forward to future events.
Emily Blue, CFA
4mo
Looks like so much fun, Liz Nesvold! What a great event, Emigrant Partners!
Managing Director, Head of Strategic Advisory, Emigrant Partners
4moThis was a special event. Whether it’s five or ten years from now, I have a feeling many of us will look back and say “Remember when we were first talking about that back in Scottsdale?” The sky is the limit for this group; grateful to our speakers, sponsors and the Emigrant Partners team for investing so much thought, new energy and creativity into our Leadership Summit this week. A week to remember.