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Wealth Management EDGE
June 9 - 11, 2026
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.

Agenda Sessions

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

    4:55pm