Amit Dogra

Amit Dogra Email and Phone Number

Wealth Management/Fintech/RIA/M&A/Family Office Business Leader, Operator, Growth Expert @ tru Independence
Amit Dogra's Location
Greater Philadelphia, United States, United States
Amit Dogra's Contact Details
About Amit Dogra

Amit is an executive with over 25 years of experience in helping investment advisors, FinTech firms, Family Offices and wirehouse firms grow through business leadership, practice management, service delivery, investment management, business development and relationship management. Amit has broad experience in working with Registered Investment Advisors (RIAs), Independent Broker Dealers, Wirehouses, Private Banks, Family Offices and Trust Companies and also M&A transactions.He has successfully served in management roles, developed relationships and distributed investment, FinTech and wealth management solutions directly and indirectly to affluent, high net worth and ultra high net worth individuals. Amit has in depth knowledge of mutual funds, separate accounts, alternative investments, third party asset management programs (TAMPs), UMAs, digital wealth platforms, personal trust services, platform service delivery, comprehensive wealth management services and practice management programs.Amit also currently participates as an expert in wealth management and advisory services for a third party industry research group engaging as a subject matter expert and is regularly quoted by the media. Specialties: Organizational Leadership, Sales Management, Business Development, Practice Management, FinTech Services, M&A transactions, Inorganic Growth, Organic Growth, Client Profile Modeling and Segmentation, Strategy Development and Execution, Client Service Delivery, Relationship Management, Account Management, Platform Product Development and Cross-Selling.

Amit Dogra's Current Company Details
tru Independence

Tru Independence

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Wealth Management/Fintech/RIA/M&A/Family Office Business Leader, Operator, Growth Expert
Amit Dogra Work Experience Details
  • Tru Independence
    President & Chief Operating Officer, Board Member
    Tru Independence Feb 2022 - Present
    Portland, Or, Us
    Scope of responsibility includes overseeing the day to day operations, business development, marketing, organic growth of the business and driving execution across all areas of the company. Lead Executive in M&A transactions, including the sale of tru Independence to Sanctuary Wealth.Advisory Services offered through tru Independence Asset Management, LLC, a Registered Investment Advisor with the SEC. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
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  • Sanctuary Wealth
    Chief Experience Officer
    Sanctuary Wealth Jun 2019 - Present
    Indianapolis, Indiana, Us
    Responsible for the overall experience delivered by Sanctuary through its products, services and culture for its advisors. Focus includes practice management, client service delivery, relationship management, tuck-in advisor recruiting, M&A advisor recruiting, alternative investments, marketing, branding and PR.
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  • Third Seven Capital
    Partner
    Third Seven Capital Feb 2018 - May 2019
    New York, New York, Us
    Third Seven Capital is a boutique investment bank serving both growth oriented and middle market companies. We are designed to handle a wide variety of corporate financing needs dealing with companies venturing into the capital markets for the first time, contemplating a strategic acquisition or financing organic growth initiatives.
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  • Third Seven Advisors
    Ceo
    Third Seven Advisors Feb 2018 - May 2019
    New York, New York, Us
    Third Seven Advisors (TSA) is a national, independent advisory firm that provides services & solutions to both investment advisors & family offices. Our offering includes direct investment opportunities in both early stage & late stage companies, unique technology solutions to grow & operationalize your business, as well as high value consulting where we focus on meaningful engagements, that aren’t solved in an hour long meeting. Visit our website for more information: www.thirdsevenadvisors.comAlso visit Third Seven Advisors on social media:LinkedIn: https://www.linkedin.com/company/11207225/Twitter: @TSADVISORS
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  • Hightower
    Managing Director - National Head Of Relationship Management, Practice Management & Marketing
    Hightower Feb 2014 - Jan 2018
    Chicago, Il, Us
    National responsibility for driving growth through incumbent advisory teams: over 50 locations, 60+ teams, 175+ advisors (300+ people) with over $35 billion of AUM. Manage a team of Regional Directors & Field Marketing Professionals: Key responsibilities include: Manage organic earnings for the company, develop strategy to achieve growth, create and deliver practice management ideas, business management consulting and P&L management responsibility. Also responsible for recruiting FA's onto existing HighTower advisory teams.Key Results include: 133% greater AUM than industry average, 45% greater revenue than industry average, increased number of Barron's ranked advisors 56% from 2014-2016
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  • Philadelphia Freedom Valley Ymca
    Member - Board Of Directors
    Philadelphia Freedom Valley Ymca Jun 2009 - Feb 2015
    Conshohocken, Pa, Us
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  • The North Highland Company
    Wealth Management & Retirement Consultant
    The North Highland Company Mar 2012 - Feb 2014
    Atlanta, Ga, Us
    Served as a wealth management, wirehouse and advisory subject matter expert on all aspects of strategy, sales management, business development, advisor recruiting, product development, practice management, client segmentation relationship building, account management, cross-selling and market penetration. Co-led the Wealth Management and Retirement knowledge group at North Highland.
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  • Cipperman Compliance Services, Llc
    Independent Consultant
    Cipperman Compliance Services, Llc Sep 2011 - Mar 2012
    Wayne, Pa, Us
    Developed the sales infrastructure, process & culture for the firm, as well as providing marketing, account management, business development & relationship management oversight.
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  • Graystone Wealth Management & Private Bank
    Senior Vice President, Managing Director
    Graystone Wealth Management & Private Bank Feb 2010 - Aug 2011
    Charged with running the day to day operations of the wealth management, brokerage and retirement division including: strategic vision, sales management, new business development, relationship management, recruiting new advisors, financial planning, cross-selling, M&A activity, P&L oversight, contract negotiations and vendor management.
  • Bny Mellon Wealth Management
    Director
    Bny Mellon Wealth Management Jan 2007 - Feb 2010
    New York, Ny, Us
    Led team to grow and attract new HNW, UHNW and Family Office relationships through mutual fund, ETF's, alternative investments, SMA and Wrap solutions while cross-selling financial planning and banking products in Mid-Atlantic region.
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  • Brinker Capital
    Regional Sales Director
    Brinker Capital May 2003 - Jan 2007
    Managed team charged with building new sales region, recruiting new advisors, selling UMA’s, TAMP, separate accounts, alternative investments, ETF's, mutual fund wrap and retirement plan programs in the greater New York City area. Acted as a practice management consultant for advisors by leading them through business planning, practice segmentation analysis and marketing plan development.
  • Sei Investments
    Managing Director Of Business Development & Client Services
    Sei Investments Aug 1997 - May 2003
    Oaks, Pa, Us
    Managed team of 18 account executives,10 member client service team and new business development team that through the recruitment of new advisors & deepening existing advisor relationships, generated a new record of asset sales of $1.7billion in TAMP, SMA's and retirement plan assets.
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Amit Dogra Skills

Strategy Investments Wealth Management Financial Services Mutual Funds Asset Management Business Development Alternative Investments Strategic Planning Business Strategy Business Planning Management Financial Planning Leadership New Business Development Consulting Relationship Management Financial Advisory Strategic Financial Planning Executive Management Retirement Management Consulting Investment Advisory Sales Management Competitive Analysis Wealth Management Services Strategy Development Practice Management Sales Leadership Marketing Strategy Sales Process Development Market Penetration Cross Selling Product Development Team Building Relationship Cultivation Product Marketing Social Media Social Media Marketing Performance Improvement Unified Managed Accounts Separately Managed Accounts High Net Worth Individuals Etfs Mergers And Acquisitions Investment Banking C Suite Private Equity

Amit Dogra Education Details

  • Boston College
    Boston College
    Economics
  • Scotch Plains-Fanwood High School
    Scotch Plains-Fanwood High School

Frequently Asked Questions about Amit Dogra

What company does Amit Dogra work for?

Amit Dogra works for Tru Independence

What is Amit Dogra's role at the current company?

Amit Dogra's current role is Wealth Management/Fintech/RIA/M&A/Family Office Business Leader, Operator, Growth Expert.

What is Amit Dogra's email address?

Amit Dogra's email address is am****@****ail.com

What is Amit Dogra's direct phone number?

Amit Dogra's direct phone number is +191722*****

What schools did Amit Dogra attend?

Amit Dogra attended Boston College, Scotch Plains-Fanwood High School.

What are some of Amit Dogra's interests?

Amit Dogra has interest in Innovation, Traveling, Soccer, Spending Time With My Family, Reading About Wealth Management Trends, College Sports.

What skills is Amit Dogra known for?

Amit Dogra has skills like Strategy, Investments, Wealth Management, Financial Services, Mutual Funds, Asset Management, Business Development, Alternative Investments, Strategic Planning, Business Strategy, Business Planning, Management.

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