January 30, 2025
Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business
The Diamond Podcast for Financial AdvisorsAbout this episode
Gerry Spitzer of Questar Capital Partners discusses leaving the wirehouse world after 30 years to launch an independent firm, sharing a perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independent space.