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Episode 157 Differentiating a Second Generation Practice with Alternatives

EPISODE · Jan 3, 2025 · 25 MIN

Episode 157 Differentiating a Second Generation Practice with Alternatives

from The Advisor Lab by CION · host 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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Episode 157 Differentiating a Second Generation Practice with Alternatives

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