• The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years

  • Sep 26 2024
  • Length: 51 mins
  • Podcast

The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years

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  • Summary

  • Justin Berman shows that change is constant. After leaving Goldman Sachs in 2010 and growing his business from $1B to $5B in 10 years, he sought greater impact. He merged with Cresset Asset Management, boosting revenue from $17M to $27M in just 3 years.
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