Episode Details

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.