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Greg Friedman

@GregFriedmanCEO

CEO of Private Ocean

 San Rafael, California
privateocean.com
Joined October 2011
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Photo by Greg Friedman (@GregFriedmanCEO)Photo by Greg Friedman (@GregFriedmanCEO)Photo by Greg Friedman (@GregFriedmanCEO)Photo by Greg Friedman (@GregFriedmanCEO)Photo by Greg Friedman (@GregFriedmanCEO)Photo by Greg Friedman (@GregFriedmanCEO)Photo by Greg Friedman (@GregFriedmanCEO)Photo by Greg Friedman (@GregFriedmanCEO)Photo by Greg Friedman (@GregFriedmanCEO)Photo by Greg Friedman (@GregFriedmanCEO)
Another fantastic #SchwabIMPACT - So many great sessions and keynotes. Also, they really set the standard for bringing people together. On the Jumbotron. #TeamPrivateOcean
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RIA Reaction to Zero Commissions: Smiles, Skepticism barrons.com/articles/ria-rea… via @BarronsOnline
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Can you say proud? #thatsmyboy youtu.be/k7lIfsYdjPQ
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Happy to contribute to David Sterman's article along with @shaunkap for RIA Feeding Frenzy Moves Downmarket riaintel.com/article/b1h5yb7… via @riaintel
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A Bubble in the RIA Acquisition Market? barrons.com/articles/a-bubbl… via @BarronsOnline
A Bubble in the RIA Acquisition Market?

A Bubble in the RIA Acquisition Market?

The question was front and center at the recent opening session of Echelon Partners’ annual Deals & Dealmakers Summit.

barrons.com
Around here, birthdays are a big deal... Happy 15th to Roxy!
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A great group of people!
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Congrats, Channing!
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Replying to @shaunkap
@shaunkap and I are honored for the mention! #SummerReading
MichaelKitces (@MichaelKitces) profile pictureMichaelKitces
@MichaelKitces12 Jun 2019
Summer Reading List of "Best Books" For Financial Advisors - 2019 Edition kitc.es/2EZRFYq
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It was an honor to help select the #wealthies this year with many of my colleagues and friends! @wealth_mgmt Editor's Letter: June 2019 wealthmanagement.com/industr…
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So proud of our team!
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Congrats to all of the firms recognized by @investmentnews! #INbestplaces
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It was a pleasure speaking to @NathanMersereau on his podcast this week with @shaunkap to discuss our new book, The Financial Advisor M & A Guidebook. Listen here: bit.ly/2UDo8cW
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We are so proud to have these incredible women on the Private Ocean team!
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Honored to be featured on @FAmagazine - On The Acquisition Trail fa-mag.com/news/on-the-acqui…
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"The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond," published by Palgrave Macmillan, is intended to help advisors through that process. wealthmanagement.com/industr…
Thanks to @ThinkJamieGreen for covering a topic near and dear to me - work culture. bit.ly/2ThQ3hQ #culture #workhardplayhard
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I am so proud to announce the release of "The Financial Advisor Guidebook" with @shaunkap – now available on eBook and hardcover! bit.ly/2Gg5Vhn
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I am so excited to announce the publication of The Financial Advisor M&A Guidebook, a labor of love with my co-author @shaunkap - palgrave.com/us/book/9783030…
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2 Questions RIAs Must Ask Before a Deal at.law.com/6bhtAU?cmp=share_… via @ThinkAdvisor
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