Wealth Partners Capital Group, LLC
Andrew Goldman currently serves as Associate General Counsel at Wealth Partners Capital Group, LLC since August 2022, following a role in a similar capacity at Acquco, where Andrew was the first legal hire responsible for developing legal processes. Prior experience includes serving as an Associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP, focusing on merger and acquisition transactions, and as a Private Equity Legal Secondee at Apollo Global Management Inc. Andrew's early career involved positions at UBS Wealth Management and Goldman Sachs, where Andrew honed skills in financial analysis and trade support. Andrew holds a Doctor of Law (J.D.) from New York University School of Law and a B.A. in History and Financial Economics from Vanderbilt University.
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Wealth Partners Capital Group, LLC
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of September 30, 2024, WPCG has executed 125 M&A transactions on behalf of its partner firms, representing over $45 billion in acquired AUA.