Wealth Solutions Report is a digital media company that provides cutting-edge insights, analysis and commentary on the most relevant issues that are shaping the future of wealth management.
As a B2B digital publication, our mission is to:
- Engage, inspire, and entertain firms and professionals throughout the wealth management space
- Create a greater sense of community among wealth management firms, their financial advisors and third-party solutions providers
- Serve as an information bridge between sources of private growth capital and wealth management businesses seeking new expansion opportunities
We’re passionate about delivering original and exclusive content directly from wealth management thought leaders to wealth management industry participants.
Our content – which is delivered via our website, e-news blasts and social media – emphasizes actionable ideas and practical growth strategies.
Larry Roth, CEO
As CEO of Wealth Solutions Report, Larry Roth oversees the strategic direction of the outlet, its engagement with key industry partners as well as relationships with the outlet’s sponsors. Mr. Roth previously served as CEO of AIG Advisor Group (now Advisor Group) as well as CEO of Cetera Financial Group, two of the largest networks of independent wealth management firms in the country.
In addition to his current role at Wealth Solutions Report, Mr. Roth is Managing Partner of RLR Strategic Partners, an M&A advisory firm affiliated with Berkshire Global Advisors. He also serves on the Boards of Directors of Oppenheimer & Company, Inc. and Clark Asset Management. Additionally, Mr. Roth serves as Chairman of the Board of Advisors for Haven Tower Group.
Janeesa Hollingshead, Editor
In her role as Editor of Wealth Solutions Report, Janeesa Hollingshead spearheads the development and execution of the publication’s editorial calendar and content, while also leading the outlet’s social media and digital publishing functions. She also serves as Co-Founder of JJ Studios, which helps early-stage technology and interactive media companies launch and scale rapidly. Previously, Ms. Hollingshead was an early corporate team member in Uber, taking point on the company’s expansion plans in the Greater Chicago area.
James Miller, Contributing Editor & Research Analyst
James Miller brings over 25 years of experience to the Wealth Solutions Report team as a research analyst and writer covering a range of financial services businesses. At WSR, Mr. Miller develops and edits feature stories and Q&A profiles, while also overseeing the selection and curation of opinion pieces and commentary articles submitted from industry leaders for publication by the outlet. Before joining Wealth Solutions Report, Mr. Miller was a research analyst for Playa Capistrano Enterprises (PCE), a sales and research consultancy for the commercial real estate and commercial real estate finance sectors.
Michael Madden, Contributing Editor & Research Analyst
Mr. Madden develops and edits a wide range of content for Wealth Solutions Report, in addition to supporting the outlet’s curated content platform. Before joining Wealth Solutions Report, Mr. Madden was a research analyst for Playa Capistrano Enterprises (PCE), a sales and research consultancy for the commercial real estate and commercial real estate finance sectors, where he reported directly to James Miller.
Ellen Sheng, Contributing Editor
An experienced journalist, Ellen Sheng writes and reports on a wide range of content for Wealth Solutions Report. She has written for a variety of publications including CNBC, Forbes, Fast Company, Bloomberg, and others. Ms. Sheng was previously a reporter for Dow Jones and The Wall Street Journal covering asset management.
Julius Buchanan focuses on writing and editing features on key trends reshaping the wealth management space as well as profile stories on specific companies and individuals who have unique insights and best practices to share with firms and their financial advisors at Wealth Solutions Report. Previously, he served as a Principal at Haven Tower Group, the wealth management industry-focused strategic communications agency. Prior to that, he practiced law at global firms such as Latham & Watkins LLP and Davis Polk & Wardwell LLP. He has also been a Director at Citi Private Bank, as well as a policymaker for the financial advisor industry and related sectors at the Monetary Authority of Singapore.