Wealth Partners Capital Group, LLC
Parker Holbrook has a strong background in finance and economics, currently serving as a Senior Associate at Wealth Partners Capital Group, LLC since September 2021. Prior experience includes roles as a Financial Advisor at UBS from September 2018 to September 2021, and a Finance Intern at Comvest Partners for a brief period in 2017. Parker also gained analytical experience as a Data Analyst at Centaur Media Plc and completed a summer internship at Cavendish Global in 2016. Parker holds a Bachelor’s Degree in Economics from Elon University, with prior education at Millbrook School.
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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.