EPISODE · Jan 30, 2025 · 53 MIN
Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Gerry Spitzer of Questar Capital Partners discusses leaving the wirehouse world after 30 years to launch an independent firm, sharing a perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independent space.
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Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business
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