From Unprofitable To $115M AUM: Reinventing A 2nd Generation Advisory Business By Finding The Right Niche
Nerd's Eye View
JULY 10, 2023
Gary Siperstein, Jason's father, had built a successful investment management firm exclusively focused on managing portfolios of small-cap value stocks. Jason's next move was to shift the firm away from pure investment management by incorporating comprehensive financial planning for his clients.
Let's personalize your content