RIA+

This episode of RIA+ features Jonathan Maxwell, the founder & CEO of Sustainable Development Capital, a U.K.-based investment manager and one of Emigrant’s 20 partner firms. The episode focuses on Jonathan’s entrepreneurial journey and what led him to launch SDCL, why he authored his new book – “The Edge” and why SDCL’s unique perspective and focus on sustainable energy is gaining traction wit...

Just several months after a re-launch and re-brand of his San Diego-based wealth management business, Jeff Brown has his sights set on one very specific goal: Building a one-of-a kind national firm that provides financial planning, investment management and life coaching services for high-net-worth and ultra-high-net-worth individuals and families.  Jeff sat down with Emigrant Partner's Mark...

The first-ever episode of RIA+ features Reza Zamani, founder and CEO of SteelPeak Wealth Management, one of the fastest-growing and most strategic RIAs in the industry, and one of Emigrant's 20 Partner Firms. Reza and his team started SteelPeak 11 years ago after leaving the wirehouse world and now operate an enterprise that has roughly $2.7B in assets - with some aggressive growth goals that...