The Diamond Podcast for Financial Advisors
The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners
February 15, 2024
Former President of First Republic Private Wealth Management Bob Thornton talks about the fallout from the banking crisis and his new chapter building an RIA backed by private equity firm Summit Partners.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
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