Allan Boomer

Chief Investment Officer and partner at an RIA firm that grew from $26M to nearly $400M in AUM; founded Momentum Advisors to operate as a fiduciary and to create a long-term home for diverse advisors.

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Nov 14, 2024 • 55min

Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond

Allan Boomer, Chief Investment Officer and partner at Momentum Advisors, shares his inspiring journey from a working-class background to leading a firm that grew from $26M to nearly $400M in AUM. He reveals how diversity serves as a strategic advantage, enhancing talent and client connections. Allan discusses the importance of operating as a fiduciary and his commitment to building a 100-year business. He also emphasizes attracting diverse talent through inclusivity and offers practical advice for aspiring RIA founders.

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