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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Rob Madore
Director at Marsh Berry
Speaker

Profile

Rob Madore is a Director at MarshBerry, specializing in wealth management and financial technology. Rob closely partners with firm founders, board members, and executive teams, providing strategic guidance to maximize enterprise value, secure growth capital, and facilitate ownership transitions.

He is recognized for his expertise in advising premier 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

  • The Future of the Family Office

    11:35am