Brian Shenson

Financial Services | Wealth Management | Technology

Role
Managing Partner and COO at Rise Growth Partners
Location
San Francisco, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Brian Shenson

I am a long-time participant in the US wealth management industry having had significant leadership roles across custody, digital wealth and consulting businesses. With over 20 years’ experience working with financial professionals, I have developed a deep understanding of the business fundamentals and operational underpinnings for delivering wealth management. I apply this deep industry expertise along with my passion for technology and innovation to help firms extend the reach, impact and resiliency of their digital solutions.

Experience

  1. Managing Partner and COO

    Rise Growth Partners

    Sep 2023 — Present

    Managing Partner responsible for operations at Rise Growth Partners - the ultimate growth partner for exceptional independent wealth management firms looking to become next generation platform firms. Responsibilities also include expert guidance to Rise Partner Firms on business and platform strategy.

Education

  • University of California, Berkeley

    BA, Political Science

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Brian Shenson — Managing Partner and COO at Rise Growth Partners in San Francisco, CA, US | Unifers