A Journey from Family Background to Wealth Management Career

There's often a direct correlation between an RIA's growth and its approach to talent recruitment, development and advancement. There's no better example of this than Moneco Advisors, which joined Emigrant as a Partner Firm in mid-2023 and has seen some impressive accelerated growth rates over the last year. 

Charlie Rocco, Managing Partner at Moneco, joined this episode of RIA+ to share how he and his leadership team have hard-wired Moneco to ensure everyone is focused on growth and client experience – while also making sure that the firm is continuously adding and developing NextGen talent to support and drive its ongoing growth. This emphasis on NextGen talent is a key differentiator for Moneco, and Charlie shares more on Moneco’s human capital strategy, how it approaches a path to partnership and how he sees the competition for talent in the RIA industry shaking out over the next several years.