PL

Paul Landaiche

Partner at Vestria Capital

Greater Philadelphia

Overview

Work Experience

  • Co-founding Partner - Chief Operating Officer

    2021 - Current

    Trust in Vestria. Significant experience and achievement across the full spectrum of wealth management – as financial advisors, administrators, and in executive leadership. Our firm invests in exceptional Registered Investment Advisors (RIAs), and it is critical that the teams and advisors with whom we partner are both committed to and capable of sustained growth. Vestria provides access to flexible capital for liquidity and expansion, a forward-thinking technology platform and client-focused advisory solutions. Vestria Capital is an extraordinary financial services partnership for traditional Financial Advisors and Registered Investment Advisors seeking exponential growth. The pathway to successful independence requires exclusive access to resources, individualized advice and expert guidance. Vestria provides extensive sources of flexible capital, cost-efficient modular technology, investment and operations solutions, and unique and differentiated services. The partnership facilitates mergers and acquisitions and represents decades of experience in advisor recruiting programs. Vestria develops bespoke marketing campaigns and materials, offers curated lead generation programs, and is an essential partner to the organic and inorganic growth of exceptional financial advisors. Visit www.vestriacapital.com

  • General Partner

    2016

  • Senior Advisor

    2016 - 2022

  • Market Executive - Senior Managing Director

    2013 - 2022

  • Director of RIA Growth - Advisor Recruiting

    2015 - 2016

    Responsible for assisting Dynasty Network Partners to accelerate growth and increase profitability through merger and acquisition services and advisor tuck-ins. Provides expert advice and guidance to the growing number of advisors seeking to build true equity in their practice and have access to a premier and integrated platform. Offers a customized solution that allows advisors to capitalize on opportunities that include: specialization, expansion into new markets and succession planning.

  • Market Executive - Managing Director - Complex Director

    1999 - 2013

  • Account Executive

    1997 - 1998

  • Reinsurance Analyst

    1995 - 1997

Relevant Websites