Wealth Partners Capital Group, LLC
Madison Snider, CFA, is a seasoned finance professional currently serving as a Senior Associate at Wealth Partners Capital Group, LLC since September 2021. Prior experience includes roles at Vanguard as an Investment Grade Credit Trader on the Active Desk and participation in the Investment Management Development Program from August 2018 to September 2021. Previous internships at Vanguard included Fixed Income Derivatives in the Investment Management Group and the Institutional Investor Group. Madison also gained experience through an externship at Barclays Investment Bank and held leadership positions at the University of Richmond's Robins School of Business. Madison earned a Bachelor of Science, Summa Cum Laude, in Business Administration with concentrations in Finance and Economics from the University of Richmond in 2018, following a semester abroad at WU (Vienna University of Economics and Business). High school education was completed at the Academy of Notre Dame de Namur.
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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.