Former President of First Republic Private Wealth Management Bob Thornton talks about the fallout from the banking crisis and his new chapter building an RIA backed by private equity firm Summit Partners.

The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

Share The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners

Sign up to save your podcasts

The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners

The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners

More shows like The Diamond Podcast for Financial Advisors

Notes on the Week Ahead

Masters in Business

The Meb Faber Show - Better Investing

Capital Ideas Podcast

Capital Allocators – Inside the Institutional Investment Industry

Animal Spirits Podcast

The Perfect RIA

The Compound and Friends

Down the Middle

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

Ask The Compound

The Efficient Advisor: Tactical Business Advice for Financial Planners

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Signal or Noise?