ECHELON Partners
ECHELON Partners provides world-class investment banking, management consulting, valuation, and research presentation services to founders and owners of wealth and asset management firms. ECHELON ensu...load more
ECHELON Partners's Basic Information
Industry
Investment Banking
Headquarters
Manhattan Beach, California, United States
Website
Founded Year
2001
Headcount
11 - 50 ( View All )
Specialties
Investment BankingManagement ConsultingValuationResearch PresentationsSuccession PlanningM&ASuccession TransactionsNextGenTransitionsWealth ManagementInvestment ManagementwealthTECHRIAsHybridsIndependent Broker/DealersStrategic PlanningContinuity PlanningCompensation DesignEquity Sharing Plan DesignStrategyExpert WitnessSpeakerInternal Succession PlanningExternal Sale of BusinessAsset ManagementIBDHybridWealth ManagersCEOsExecutive Compensation
ECHELON Partners's Competitors
Herenco Invest
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View all employeesKerlin Capital Group
View all employeesCasas DE Cambio Divisas
View all employeesEmployee Insights
ECHELON Partners's Top Employees
Barnaby Audsley
Investment Banking Associate
Phone Email
Dan Greenwald
Chief Marketing Officer
Phone Email
Mark Bruno
Managing Director
Phone Email
Michael Wunderli
Managing Director
Phone Email
Gregory Tyson
Head of Legal Services
Phone Email
Frequently Asked Questions Regarding ECHELON Partners
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