Inside the Mind of the NextGen Advisor: Novare Capital

Inside the Mind of the NextGen Advisor: Novare Capital

April 29, 2025 · 50 min · Season 2 · Episode 5

About this episode

Mark Bruno explores the motivations and interests of Next Generation advisors at Novare Capital.

In this episode of RIA+, Mark Bruno goes “Inside the minds” of four Next Generation advisors who are with Novare Capital, Emigrant’s newest partner firm. With a growing number of RIA founders looking to attract and develop young talent, this discussion features a group of rising stars about what sparked their interest in wealth management. It also focuses on what has motivated each of these advisors to continue to hone their skills and dedicate their careers to financial advice. N...

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