• Playing the Long Game: Why a Former Wirehouse Advisor Built and Sold a $1.5B Independent Firm

  • Jul 11 2024
  • Length: 47 mins
  • Podcast

Playing the Long Game: Why a Former Wirehouse Advisor Built and Sold a $1.5B Independent Firm By cover art

Playing the Long Game: Why a Former Wirehouse Advisor Built and Sold a $1.5B Independent Firm

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  • Summary

  • Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging “what if” feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his business and later a majority stake. Now, as President of Stratos Private Wealth, he shares a unique journey.
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