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 with institutional and individual investors across the globe. 

Jeff Brown, founder of Stratos Private Wealth, discusses his vision of building a national firm that provides financial planning, investment management, and life coaching services for high-net-worth individuals and families. He talks about his approach to delivering a differentiated client experience and his strategy for growing Stratos Private Wealth through creative marketing and recruiting approaches. The podcast also explores the challenges of rebranding, the changing landscape of wealth management, and growth opportunities for the firm.

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 Reza outlines for the next several years. Mark and Reza caught up to discuss the SteelPeak story, the primary contributions to the firm's organic growth, how they have leveraged custodial referrals - and how SteelPeak is thinking about M&A and recruiting in its next growth phase.