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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

financial-advice

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Legend
Andres Garcia-Amaya Put Wall Street on the Other Side of the Table
Founder · Executive · Operator

Andres Garcia-Amaya Put Wall Street on the Other Side of the Table

His parents needed advice they could trust. His old industry gave them a maze. So the former J.P. Morgan strategist built Zoe - first as a matchmaker, then as the operating system behind the relationship.

andres-garcia-amaya · zoe-financialRead →
Legend
Rob Nelson Built a Wealth Firm Around the Work Between the Work
Founder · Advisor · Executive

Rob Nelson Built a Wealth Firm Around the Work Between the Work

For three decades, the NorthRock founder has followed one practical question: what keeps becoming the client’s problem after the experts leave the room? His answer became a financial firm built around coordination, continuity and generosity.

rob-nelson · northrock-partnersRead →