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 MarshBerry
Speaker

Profile

Rob Madore joined MarshBerry in early 2023 and focuses on business perpetuation, organic growth strategies and M&A services for MarshBerry’s clients in wealth advisory, retirement consulting, financial technology, and private equity firms. Rob brings more than 8 years of industry experience to his role as a Vice President on MarshBerry’s Financial Advisory team. His role in providing strategic consulting and sell-side advisory services to more than 100 independent RIAs, Retirement Consulting firms, and FinTech providers gives him a unique perspective on practice development, enterprise value enhancement, and the convergence of wealth management, retirement consulting, and insurance brokerage. Rob holds a Bachelor of Science in Business Administration from the University of Vermont and currently maintains the FINRA Securities Industry Essentials (SIE®) Exam through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC.

Agenda Sessions

  • RIA Research Study

    5:00pm