Dan Amir: Inside Crow Holdings' Wealth Distribution Playbook

About this episode

Gui Costin interviews Dan Amir about wealth distribution strategies and leading sales in challenging fundraising conditions.

In this episode of The Rainmaker Podcast, Gui Costin sits down with Dan Amir, Managing Director of Investor Coverage at Crow Holdings, for a wide-ranging conversation on building a wealth distribution team, applying institutional rigor to the wealth channel, and leading a sales organization through a difficult fundraising environment. Dan grew up in New Jersey, spent the first 13 years of his career in New York at BNY Mellon and Morgan Stanley in relationship and distribution roles, and made ...

People in this episode

Host: Gui Costin

Guest: Dan Amir

Topics covered

• wealth distribution
• sales organization
• fundraising
• institutional rigor
• relationship management

Keywords

• wealth distribution
• Crow Holdings
• fundraising environment
• sales organization
• BNY Mellon
• Morgan Stanley

Mentioned in this episode

Organizations: Crow Holdings, BNY Mellon, Morgan Stanley

Places: New Jersey, New York

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