This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Rob Madore
Vice President at Marsh Berry
Speaker

Profile

Rob Madore is a Vice President at MarshBerry Capital within the Financial Services Advisory practice, specializing in wealth management and financial technology. Rob closely partners with firm founders, board members, executive teams, and Private Equity firms, providing strategic guidance to maximize long-term enterprise value, secure growth capital, and facilitate ownership transitions.

He is recognized for his expertise in advising wealth management firms through complex transactions including mergers, acquisitions, internal succession, shareholder planning, minority recapitalizations, and strategic capital initiatives. Rob’s advisory experience spans firms managing between $250 million to over $100 billion in AUM/AUA, positioning him as a trusted leader within a rapidly evolving and consolidating industry.

Rob's approach emphasizes nuanced deal-making, strategic analysis, and a commitment to delivering outcomes that align with his clients' long-term objectives and shareholder vision.

Prior to his career in investment banking, Rob distinguished himself as a collegiate and professional hockey player, with experience in the Toronto, Nashville, Florida, and Carolina organizations. Originally from Pittsburgh, PA, Rob currently resides in Charleston, SC, and maintains close ties to charities supporting US military veterans.

Agenda Sessions

  • Hunting for Hidden Gems: How to Find and Acquire RIA Firms with Specialized Expertise

    4:55pm