Join us in this episode of Focused on the future as host Suzanne Siracuse sits down with Liz Nesvold, President of Immigrant Partners. Liz highlights the three critical areas that firms must focus on to ensure future success, discusses the key levers that contribute to a firm's top rating, and the profound influence her mother had on her leadership style.
Key points of discussion include:
- The subconscious influences that shaped her career path
- The story of her current role at Emigrant Partners
- The importance of nurturing and retaining top talent
- How next-generation talent plays into your firm's valuation
- Why reinvesting in your business is key to future growth
- Her advice for buyers and sellers after the deal.
- The essential issue that every firm must consider before deciding to buy or sell
- Why business evolution cannot exist without business continuity and succession planning
Join Suzanne and Liz for an insightful episode filled with career reflections, industry expertise and practical advice that can help elevate your firm's success. Whether you're an industry veteran or just starting your wealth management journey, this episode offers valuable perspectives on leadership, growth and strategic decision-making.
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About our guest:
Liz serves as Chair of Emigrant Partners and Vice Chair of Emigrant Bank. In her dual roles, Liz works closely with all of the bank's units that provide solutions to the wealth management industry, including Emigrant Partners, New York Private Trust, Sarasota Private Trust, Cleveland Private Trust, Summitas and Personal Risk Management Solutions . Liz has 30 years of experience as a passionate advisor, investment banker and executive. During her career, she has specialized in mergers and acquisitions, capital planning and fundraising, succession and liquidity planning, strategic consulting, compensation structuring, financial analysis and deep business and organic growth consulting. Liz began her investment banking career providing M&A and strategic advisory services to asset managers and securities firms in 1991 at Berkshire Capital. She co-founded the industry's first M&A practice serving wealth management firms in 1996. In 2007, Liz launched Silver Lane, a boutique investment bank that routinely ranked as the #1 or #2 most active M&A advisor in industry. Liz and her partners sold Silver Lane to a Fortune 500 company in 2019, and she transitioned from investment banking four years later to join the wealth management industry. A proud advocate and mentor for women in financial services, Liz was named the 2024 Financial Executive of the Year by the WSR Pathfinder Awards. She was awarded the prestigious M&A Advisor's Leadership Award in 2021 and was inducted into the M&A Hall of Fame. In 2019, Liz was recognized as a Woman to Watch by InvestmentNews.