Virtual Fireside Chat: Wealth Management Redefined
New York, NY, March 2, 2022 – Max Rakhlin, Managing Director, moderated an interactive conversation with leaders from Lightyear Capital wealth management portfolio companies. Ian Darby (Executive Chairman, Wren Sterling), Scott Hanson (Co-Founder and Senior Partner, Allworth Financial) and Kurt Miscinski (Partner, President and CEO, Cerity Partners) shared their perspectives on recent trends redefining the sector.
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This document contains information and views as of the date indicated and such information and views are subject to change without notice. Such views are not necessarily indicative of the views of Lightyear. Lightyear has no duty or obligation to update the information contained herein. Further, Lightyear makes no representation, and it should not be assumed, that past investment performance is an indication of future results. Moreover, wherever there is the potential for profit there is also the possibility of loss.
Certain information contained herein concerning economic trends and performance, if any, is based on or derived from information provided by independent third-party sources. Lightyear believes that such information is accurate and that the sources from which it has been obtained are reliable; however, it cannot guarantee the accuracy of such information and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based. Moreover, independent third-party sources or panelists cited in or speaking throughout the Materials are not making any representations or warranties regarding any information attributed to them and shall have no liability in connection with the use of such information.
Founded in 2000, Lightyear is a financial services-focused private equity firm based in New York. Through its affiliated private equity funds, Lightyear makes primarily control investments in North America-based, middle-market companies associated with financial services, including asset management and wealth management, banks and brokerage, commercial and consumer finance, financial technology, healthcare financial services, insurance, and tech-enabled business services. Lightyear brings focus and discipline to its investment process, as well as operating, transaction, and strategic management experience, along with significant contacts and resources beyond capital. For more information, please visit www.lycap.com