Investment firm Aequitas Capital has appointed wealth management executive Keith Gregg as president of its new investment and advisor operating division Aequitas Capital Partners.
Prior to joining Aequitas, Gregg founded and served as CEO of financial services and technology company Innovation Equity Partners.
He has also worked as president of a billionaire’s family office, Chairman of industry association Wealth Advisor Institute, and president and CEO of one of America’s largest independent broker dealers.
Aequitas Capital CEO Bob Jesenik said, “The wealth management business is experiencing dramatic change on several levels.
“Whether advisors are considering business succession plans, expansion, or simply trying to stay ahead of growing regulatory and technology demands, many are looking for a partner that offers greater levels of autonomy and flexibility than large institutions.
“We are fortunate to involve Keith Gregg, who has proven expertise building business platforms that support leading registered investment advisors and their clientele.”
Aequitas is reportedly nearing a $75m first close for its latest fund, which is targeting $100m.
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