ECHELON Partners Deals & Dealmakers Summit: Video Q&A Roundup

Chris Latham, Managing Editor, Wealth Solutions Report

Industry Leaders Jodie Papike, Shell Black, Alex Goss, Louis Diamond, Amit Dogra And Doug Fritz Share Insights In Video Q&As At ECHELON Partners Deals & Dealmakers Summit

I recently conducted onsite interviews with several wealth management and wealthtech industry leaders during the ECHELON Partners Deals & Dealmakers Summit at the Ritz-Carlton in Laguna Niguel, California.

Click the links below to watch these quick and insightful videos featuring Jodie Papike, President of Cross-Search; Shell Black, Founder of ShellBlack; Alex Goss, Managing Partner of NewEdge Capital Group and CEO and Co-Founder of NewEdge Advisors; Louis Diamond, President of Diamond Consultants; Amit Dogra, President and COO of tru Independence; and Doug Fritz, Founder and CEO of F2 Strategy.

Jodie Papike, President, Cross-Search

Cross-Search is an Encinitas, California-based advisor recruiting and executive placement firm operating nationwide for the wealth management space. Jodie Papike’s father, Larry Papike, started the business in 1989. Her brother and husband also work at the family business.

Shell Black, Founder, ShellBlack

Shell Black started his eponymous and certified Salesforce integration specialist business in 2010. He has spoken at the annual Salesforce conference, Dreamforce, and his company is a leading consultancy serving wealth management firms that use Salesforce integrations.

Alex Goss, Managing Partner, NewEdge Capital Group, CEO & Co-Founder, NewEdge Advisors

Pittsburgh-based NewEdge Capital Group consists of NewEdge Advisors, an RIA previously known as Goss Advisors; NewEdge Wealth, which serves ultra-high net worth, family office and institutional clients; and NewEdge Securities, its broker-dealer. Its total client assets serviced exceeds $40 billion.

Louis Diamond, President, Diamond Consultants

New York metro area-based Diamond Consultants is a recruiting and M&A business operating nationwide. Louis Diamond’s mother, Mindy Diamond, started the business in 1998 and remains its CEO. His father, Howard Diamond, serves as COO and General Counsel.

Amit Dogra, President & COO, tru Independence

Portland, Oregon-based tru independence helped launch four advisory firms in the first half of 2023 collectively representing over $2 billion in assets. The national independent advisory partnership firm has a total of approximately $10 billion on its Experience As a Service (EAS) platform model.

Doug Fritz, Founder & CEO, F2 Strategy

F2 Strategy is a wealthtech management consulting firm serving complex RIA, wealth, bank/trust and family office firms. In June, F2 Strategy announced the acquisition of consulting and services provider Oakbrook Solutions as well as a majority investment from the private equity firm Renovus Capital.

Chris Latham, Managing Editor at Wealth Solutions Report, can be reached at clatham@wealthsolutionsreport.com

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