Justin P retweeted
Introducing Future Proof Citywide! 🌴
Join us in Miami’s South Beach from March 16-19, 2025, for the largest wealth and asset management event in the world.
Forge powerful connections, explore new strategies, and lead the charge in tech advancements.
2,500+ Anticipated Attendees
1,250+ Financial Advisors, Family Offices, LPs, and Wealth Management Executives
25,000+ One-to-one Breakthru Meetings
The investment management industry will never be the same. We're bringing together all corners of the market – and we're doing it outside, literally on South Beach.
Read the full press release here: businesswire.com/news/home/2…
Justin P retweeted
🗞️🎉 We are over the moon to announce that @StreetCred_PR has officially welcomed @robfarmersf to our leadership team as senior vice president! Rob comes to us from Charles Schwab, bringing over 20 years of #finserv communications experience to this role.
businesswire.com/news/home/2…
Justin P retweeted
Taco tuesssssdddaaayyyy
But here are my peeps over at @StreetCred_PR
They’re pretty dope
Justin P retweeted
Future Proof Festival registration is live!
The World's Largest Wealth Festival is heading back to Huntington Beach on September 15-18, 2024. 🌴
Get your ticket today to join 4,500+ finance professionals building the modern wealth management industry! futureproof.advisorcircle.co…
Justin P retweeted
It's time to get real.
Real about how grateful I am for the @StreetCred_PR team and those who trust us to represent them. ❤️
As 2023 comes to a close, I am looking back on the past year of memories with our amazing clients and my team with such fondness and pride.
It has truly been an honor to work alongside each of you and I couldn't ask to be surrounded by a more intelligent and inspiring group of individuals.
Thank you all for making this year one I will never forget.
Wishing everyone the happiest of holidays, I can't wait to see what magic we cook up together in 2024.
🪄🥂
Justin P retweeted
✨NEWS: PEOPLE MOVES✨
Modern Wealth Management has announced the hire of J.P. Rankin as Chief Compliance & Legal Officer, bringing more than a decade of legal experience to help the firm establish and maintain a national, cohesive compliance program.
businesswire.com/news/home/2…
Justin P retweeted
💰NEWS: FUNDING💰
@gotk1s has raised $20 million in Series A funding, led by @MenloVentures with participation from existing investors @craft_ventures & @QuietCapital, and new investors @cartainc, Citi Ventures, GPS Investment Partners & @FocusFinancial.
businesswire.com/news/home/2…
Justin P retweeted
We're thrilled to announce Arch's $20 million Series A led by @MenloVentures!
wealthmanagement.com/alterna…
As long as there's a painful K-1 to collect (or a portal that needs a password reset), our job is just getting started...
Thank you @Diana_Britton and @wealth_mgmt for the story!
Thrilled to announce Arch's $20 million Series A led by @MenloVentures!
Thank you to our investors, team, and clients for believing that K-1s shouldn't be painful as we reimagine private market investment management.
wealthmanagement.com/alterna…
And thank you to @Diana_Britton and @wealth_mgmt for the story!
@gotk1s
Justin P retweeted
"Modern Wealth Management has made its fifth acquisition as the national RIA aggregator continues is rapid growth since launching earlier this year," @steverandallUK reports for @investmentnews. 🔥⤵️💥investmentnews.com/modern-we…
Justin P retweeted
✨NEWS: PEOPLE MOVES✨
Savvy Advisors, an RIA affiliated with @SavvyWealthInc, today announced that Michael Most has joined the firm as principal wealth manager, furthering this period of strong growth.
businesswire.com/news/home/2…
Justin P retweeted
We've dropped another episode of PRess Play! 🔥🎧🎙️
@elenaspeaking and @jimmymoock have the pleasure of hosting Founder & CEO of @SavvyWealthInc, @RitikM. Ritik shares his experience as a 3x founder, his aspirations to be a children's book author, & more.
open.spotify.com/episode/3VD…
Justin P retweeted
The legendary @StreetCred_PR team celebrated our 3rd birthday last night at #FutureProofAC #FutureProof2023 - thank you @MattMiddleton__ @Downtown @AdvisorCircle @RitholtzWealth @nylebayer and your entire teams…hearts are full. ❤️
Justin P retweeted
The best PR team in the biz! Couldn’t have pulled off @FutureProofAC w/o the support of @StreetCred_PR.
The legendary @StreetCred_PR team celebrated our 3rd birthday last night at #FutureProofAC #FutureProof2023 - thank you @MattMiddleton__ @Downtown @AdvisorCircle @RitholtzWealth @nylebayer and your entire teams…hearts are full. ❤️
Justin P retweeted
What a phenomenal week! 🤩
Thank you to @AdvisorCircle & @RitholtzWealth for putting on such a memorable & fun event. This team just keeps raising the bar.
Safe travels everyone, @StreetCred_PR can’t wait to see you next fall! 🔥💥🏖️ #FutureProofAC
Justin P retweeted
This team ❤️🔥🥹 The hardest working humans I know.
@StreetCred_PR @FutureProofAC #FutureProofAC #FutureProof2023 ✨
Justin P retweeted
At @FutureProofAC private markets platform @optoinvest takes the stage to present their leading technology for the Fintech Demo Drop.
#FutureProof2023 #FutureProofAC 🔥💥
Justin P retweeted
“Sports and entertainment have become their own asset class.
Part of our advice to athletes: you are the asset of the asset class.”
— @joemclean15 at @FutureProofAC on stage with @RealJayWilliams & @calebsilver 🏀💥
#FutureProofAC #FutureProof2023
Justin P retweeted
The more successful your advisors are, the more expensive your marketing strategy @MichaelKitces says at @FutureProofAC.
“As our firms grow, marketing costs are going up.”
#FutureProofAC #FutureProof2023
