Intro

Ian, Sam, and Alex discuss the task ahead for Focus Financial Partners’ new CEO, Adam Birenbaum, who is charged with steering the firm through a cycle that goes beyond acquisition and consolidation. The team also digs into Merchant Investment Management’s latest capital raise, its second in less than two years, which is being led by PE shop Sixth Street.
Plus, they have the skinny on possibly the most famous financial advisor in America today: Rulla Nehme Pontarelli, the Osaic-affiliated advisor who has landed a starring role on Bravo’s The Real Housewives of Rhode Island.