FUNDRAISING NEWS | July 09, 2024
Private Advisor Group, a prominent independent wealth management firm, has welcomed Delisanti Wealth Management, led by Robb Delisanti, which manages $155 million in assets.
Based in Rochester, NY, Delisanti Wealth Management serves a diverse clientele, including professionals, executives, retirees, small business owners, and more, with a focus on simplifying personal finance. The firm works with investors from major local employers like Kodak, University of Rochester, and Xerox. Delisanti chose Private Advisor Group for its experienced RIA support, compliance relief, and efficient operations, along with its multi-custodian offering.
With 22 years of industry experience, Delisanti previously worked at Equitable Advisors and American Portfolios Financial Services before joining Private Advisor Group. An avid hunter and outdoorsman, he also coaches Varsity Basketball at Honeoye Central School. His values of independence and autonomy align well with Private Advisor Group’s community of independent advisors.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
