Joseph Rizzo
Managing Partner, Makari Group
- Role
- Managing Partner, Enterprise Solutions Makari Group at Makari Group, Llc
- Location
- Darien, CT, US
- LinkedIn followers
- 500 followers
About Joseph Rizzo
At Makari Group, we are reshaping the wealth management landscape through strategic…
Experience
Managing Partner, Enterprise Solutions Makari Group
Jan 2025 — Present · CT, US
The Makari Group• Manage financial advisor recruitment and consulting projects nationwide for wealth managers and large enterprises.• Develop strategies to optimize advisor movement within the wealth management industry, resulting in realized economic potential for our advisor clients.• Implement innovative solutions to improve a wealth management company’s valuation and their ability to grow.Enterprise Solutions works with RIAs, OSJs, Broker Dealers, & Hybrids with growth strategies, capital solutions, mergers and acquisitions, and platform options.
Skills
- Alternative Investments
- Strategy
- Practice Management
- Program Management
- Management
- Business Analysis
- Strategic Partnerships
- Risk Management
- Cross-Functional Team Leadership
- Asset Management
- Business Strategy
- Series 7
- Portfolio Management
- Entrepreneurship
- Finance
- Talent Management
- New Business Development
- Leadership
- Business Development
- Wealth Management
- Financial Planning
- Financial Services
- Investments
- Consulting
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