Mitch Vigeveno

About Mitch Vigeveno

WHO WE ARE: Mitch Vigeveno is the Founder and CEO of Turning Point, Inc, and has more than 30 years of practical, real-world knowledge and experience in the financial services industry on both the insurance and securities sides of the business. Mitch has completed executive search assignments for virtually every kind of executive position in the broker-dealer and Registered Investment Advisor (RIA) arena. He also uses his experience, expertise and insight to recruit financial advisors for brokerage and investment advisory firms and assist firm owners in designing succession strategies. WHAT WE DO: Mitch and his team connect superior professionals with top tier companies. As their name implies, they believe that every successful professional they place can result in a \"turning point\" for their client firms in terms of efficiency, revenue generation, profitability and long term success. While small and high-touch by design, through their affiliations with national recruiting networks, they are able to expand their reach and resources on a national level. Clients work with Mitch and Turning Point to- Leverage Turning Point’s relationships in the industry - Avoid costly hiring mistakes - Employ their expertise and 3rd party objectivity - Ensure confidentiality Mitch has worked with such top tier firms as Raymond James Financial, Cambridge Investment Research, Advisor Group, TransAmerica Financial Advisors, Lincoln Financial and many others. He is frequently interviewed and quoted in a variety of industry media such as REP, On Wall Street, ThinkAdvisor and Investment News. Mitch has served on the Board of Directors for Pinellas Education Foundation, a multi-million dollar 501c(3) nonprofit supporting K-12 education in Pinellas County FL. Mitch enjoys traveling, biking, cooking, and time with his family.

Experience

1. Executive Search - Succession Planning - Financial Advisor Recruiting -ceo

   Turning Point Inc

   Dec 1993 — Present · Tampa/St. Petersburg, FL, US

Education

• Brown University

  BA, International Relations/Economics

• Loomis School

  Diploma, Regular/General High School/Secondary Diploma Program

• The American College of Financial Services

  ChFC, CLU, Financial Planning and Insurance

  1980 — 1984

Skills

• Personnel Recruiting
• Practice Acquisition
• Corporate Development
• Customer Relationship Management (Crm)
• Asset Management
• Retirement Planning
• Financial Services
• Talent Assessment
• Mergers
• Independent Broker Dealer
• Recruitment/Retention
• Talent Management
• Executive Search
• Successor Search
• Sales Recruitment
• Wealth Management
• Series 7
• Securities
• Investment Advisory
• Career Counseling
• Leadership
• Talent Acquisition
• Career Development
• Recruiting
• Business Planning
• Contract Recruitment
• M&a Experience
• Succession Planning
• Mergers & Acquisitions
• Financial Adviser Recruiting
• Financial Advisory
• Employee Benefits
• Direct Recruiting
• Strategic Planning
• Transition Planning
• Ria
• Management Consulting
• Insurance
• Private Equity
• Executive Compensation