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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Mike Papedis
Managing Partner & Co-Founder at Fusion Financial Partners
Speaker

Profile

Fusion is a world-class group of strategists and execution specialists to help advisors drive change, improve operational efficiencies, execute growth initiatives, seek revenue optimization, and act as master builders of RIA firms.

Career highlights:

  • Co-founded Fusion in 2017 and leads strategy, execution, and integration of firm’s solutions for client engagements. Through client and master builder engagements, affected AUM/AUA growth in independent channels to over $25B. Noted client engagement supporting the ground-up build and growth of Thrivent Advisor Network, winner of wealthmanagement.com Innovator of the Year 2021.
  • Co-founded Wingman Strategic Partners in 2018, an outsourced insurance company for RIAs
  • Held several executive roles at HighTower Advisors during 8-year engagement. Grew firm from 10 employees to over 600. Responsible for national business development, media spokesperson, and architect of M&A initiative. Led strategy, execution and integration of firm’s first 5 acquisitions.

Agenda Sessions

  • What's in my WealthStack? Solutions that are Powering Growth

    2:00pm