A number of advisors at various stages of growth speak about the top challenges they face trying to get their businesses to the next level—and a common theme stands out.
Gary Hirschberg details why, after 12 years at Goldman Sachs and building his business to over $1 billion in assets under management, he left to launch Aaron Wealth Advisors with Dynasty Financial Partners.
The firm announced four new hires for the region, including additions from TIAA, First Republic Bank and JPMorgan Chase. Most of the new hires will operate out of New York City.
The call for greater independence became the motivation for Steve Dimitriou to leave FiNet in 2020 and launch his own RIA firm, Mayflower Advisors, which today manages over $1.7B.