Wealth Partners Capital Group, LLC
Rich Gill is a seasoned finance professional with extensive experience in wealth management and investment strategies. Currently serving as Co-Founder of Wealth Partners Capital Group, LLC since July 2017, Rich has played a pivotal role in the firm's focus on aggregating smaller U.S. advisory firms. Prior to this, Rich held the position of Managing Director at Affiliated Managers Group from August 2014 to June 2017, where the focus was on investing in boutique wealth advisory firms. Rich's prior experience includes leading roles at Focus Financial Partners as Managing Director, where oversight was provided for independent fiduciary wealth management firms, and at Charles Schwab, where strategic direction for Schwab Institutional was guided as Director of Strategy. Earlier career roles include positions at Silver Lake Partners and Viant Group, emphasizing analytical expertise in mergers and acquisitions. Rich is an alumnus of the University of Oxford.
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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.