Edge Strategy Group To Advise Robertson Stephens, Adds Joe Piazza To Board
NEW YORK, June 22, 2015 /PRNewswire/ -- Edge Strategy Group (Edge), an outsourced financial services company that develops and executes inorganic growth strategies for the wealth management industry, announced today that they have signed on as the Global Growth Strategy and execution agent for Robertson Stephens LLC. Edge is also pleased to announce that Joe Piazza, Chairman and CEO of Robertson Stephens, will join their Advisory Board. Joe was responsible for growing the original Robertson Stephens wealth management arm to $40 billion in assets.
"Today's announcement is a testament to the depth of experience and resources we can bring to bear at Edge," says Jonathan Manela CEO of Edge. "We think the Robertson Stephens brand and their mission to build an investment advisory and wealth management firm in the style of a transparent, private partnership will attract the industry's top producers to one of the most lucrative, entrepreneurial wealth creation opportunities in the market today. Joe has put together a world class leadership team and a very compelling offering."
"I am proud to serve on the Edge Advisory Board," said Piazza. "Edge is one of the most creative and forward-looking businesses focused on entrepreneurial advisors. We view Jonathan and his team as an extension of our own firm as they are intimately aware of Robertson Stephens' unique position in the industry. We're excited to work with them to continue building upon Robertson Stephens' success."
Jonathan Manela and his team have been key players in helping Piazza's firm develop and execute an inorganic growth strategy. For Robertson Stephens, Edge has focused on sourcing top producing (multi-million dollar) individuals and teams. For other clients, the Edge suite of services also includes helping firms to source, analyze and complete M&A transactions; develop and execute channel strategies; create long term business continuity and succession plans and expand into new markets.
Matt Marcus, COO of Edge states, "We're thrilled at the addition of Joe to our Advisory Board. We have been laser-focused on strategically partnering with today's industry leaders and entrepreneurial advisors. Our value proposition has been extremely well received as is evident by our impressive list of clients."
About Edge and Edge Leadership
Led by CEO Jonathan Manela, Edge Strategy Group is headquartered at 350 7th Avenue in New York City. Manela is an industry veteran with nearly 20 years building businesses in the finance industry, and as a million dollar producer. Jonathan brings creative thought leadership and a passion for collaboration to this innovative, growth-focused business. Prior to joining EDGE, Jonathan co-founded Rainmaker Associates, where his leadership helped Rainmaker become one of the nation's most successful financial advisory recruitment firms with over 300 team transitions, $350 million in revenue and $40 billion in assets – and growing.
Matt Marcus is Edge's Chief Operating Officer, joining EDGE from TZ Consulting, which Marcus founded and serves as CEO, providing financial, operational, due diligence and strategic consulting services to corporate and private equity clients. Marcus also spent 15 years in the financial services industry in both private and public equity. His career began at JP Morgan's Investment Management Division.
Press Contact
Tony Sirianni
703975.1615
Edge Strategy Group
350 7th Avenue, Suite 900
New York, NY 10001
SOURCE Edge Strategy Group
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