Episode 157 Differentiating a Second Generation Practice with Alternatives
from The Advisor Lab by CION Hosted by CION Investments
Martinelli Financial Services has been acting as a fiduciary for clients since 1981. Michael Martinelli joined his father Ernie 11 years ago, and together they've leaned into expanding the role of alternatives in HNW client portfolios. We get into how they approach it, what the pain points are, and where they see the industry going.
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This episode is 25 minutes long.
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This episode was published on January 3, 2025.
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