Wealth Partners Capital Group, LLC
Rocco Sutherland is an M&A Associate at Wealth Partners Capital Group, LLC, since October 2022. Prior to this role, Rocco served as a Sales Development Representative at PitchBook Data from February 2021 to March 2022. Rocco's academic background includes a Bachelor of General Studies focused on the Sales Track at the Stephen M. Ross School of Business, University of Michigan, where Rocco also was the team captain and Most Valuable Player of the Michigan Men's Varsity Lacrosse team during the 2020 season. Rocco completed secondary education at Northport High School between 2011 and 2015.
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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.