Shad Besikof

M&A and Corporate Development Director

I'm a Wealth Management/RIA industry veteran with sales and leadership experience with Fortune 500 financial services firms and smaller boutiques. This versatility gives me the unique ability to provide a diverse range of perspectives, insights, and problem-solving skills to adapt quickly to different business environments. Those who I interact with will benefit from my ability to understand various market dynamics, and offer innovative solutions gained from cross-functional knowledge.

Primary responsibilities includes heading up M&A and Corporate Development. I have extensive experience and knowledge working with national large tier wealth advisors who are affiliated with Wirehouses, banks, Independent Broker Dealers, and existing SEC RIA firms.

Talks About
#development #management

Preferred Locations
#Northamerica