BUYING & SELLING RIAs;  VALUATION

 
 

Managing Principal

Discussion Partner Collaborative

  • Over 12 Years of Experience in Wealth Management Industry

  • managed over $400 million for high-net-worth investors

  • Previously worked at Lehman Brothers and UBS

Experience

MIKE

Deal-Related Services

  • Investment Banking

  • Financial Modeling

  • Valuation Analysis

  • Management Consulting

Managing Director ECHELON-Partners

WUNDERLI

  • Over 20 Years of Experience in Wealth Management Industry

  • Has Worked with Over 300 Executives and Boards

  • Has Evaluated More Than 2,000 Acquisition Targets

Experience

DAN

SEIVERT

Deal-Related Services

  • Investment Banking

  • Financial Modeling

  • Valuation Analysis

  • Management Consulting

Founder & CEO

ECHELON-Partners