Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- HC
Lists including Paul
Work Experience
2021
Co-founding Partner - Chief Operating Officer
2021
Trust in Vestria. Significant experience and achievement across the full spectrum of wealth management – as financial advisors, administrators, and in executive leadership. Our firm invests in exceptional Registered Investment Advisors (RIAs), and it is critical that the teams and advisors with whom we partner are both committed to and capable of sustained growth. Vestria provides access to flexible capital for liquidity and expansion, a forward-thinking technology platform and client-focused advisory solutions. Vestria Capital is an extraordinary financial services partnership for traditional Financial Advisors and Registered Investment Advisors seeking exponential growth. The pathway to successful independence requires exclusive access to resources, individualized advice and expert guidance. Vestria provides extensive sources of flexible capital, cost-efficient modular technology, investment and operations solutions, and unique and differentiated services. The partnership facilitates mergers and acquisitions and represents decades of experience in advisor recruiting programs. Vestria develops bespoke marketing campaigns and materials, offers curated lead generation programs, and is an essential partner to the organic and inorganic growth of exceptional financial advisors. Visit www.vestriacapital.com
2016
General Partner
2016
2016 - 2022
Senior Advisor
2016 - 2022
2013 - 2022
Market Executive - Senior Managing Director
2013 - 2022
2015 - 2016
Director of RIA Growth - Advisor Recruiting
2015 - 2016
Responsible for assisting Dynasty Network Partners to accelerate growth and increase profitability through merger and acquisition services and advisor tuck-ins. Provides expert advice and guidance to the growing number of advisors seeking to build true equity in their practice and have access to a premier and integrated platform. Offers a customized solution that allows advisors to capitalize on opportunities that include: specialization, expansion into new markets and succession planning.
1999 - 2013
Market Executive - Managing Director - Complex Director
1999 - 2013
1997 - 1998
Account Executive
1997 - 1998
1995 - 1997
Reinsurance Analyst
1995 - 1997