Mike Papedis Email and Phone Number
Mike Papedis work email
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Mike Papedis personal email
Mike Papedis is CEO and Founder of Fusion Financial Partners, a leading strategic consulting firm with expertise in merger and acquisition, enterprise valuations, succession planning and business performance optimization. Mike also Co-Founded and managed FusionNetix - IT and Cyber Security Solutions which was sold in December 2022.Mike owns and sits on the Board of Wingman Strategic Partners - estate planning and insurance solutions for RIAs.Mike’s industry experience and leadership spans 25 years. Prior to founding Fusion Financial Partners, Mr. Papedis was Managing Director, RIA Acquisitions at HighTower – an advisor owned, industry leading national wealth management firm serving wealthy families and institutional clientele. At HighTower, Mr. Papedis played a critical role in building the firm through recruiting advisor teams and lead HighTower’s national business development of RIA M&A strategy. His leadership of the firm's RIA acquisition growth efforts includes the launch of the business channel, marketing, pipeline management and deal-making with COI’s such as investment bankers, law firms, and recruiters serving the M&A marketplace. Additionally, he is an industry expert representing the negotiation of deal terms and consultation to RIA’s regarding maximizing enterprise value of their firm, a critical talent in this current state of our industry. Mike has been a sought-after speaker at industry events, such as those hosted by Fidelity and Pershing/BNY Mellon.Mr. Papedis’ areas of expertise include 1099 business start-up, M&A, valuation, private equity, recruiting/business development, media/PR, corporate strategy and marketing. His vast industry knowledge and executive experience allow him to provide clients with visionary advice and execution excellence.
Fusion Financial Partners - Independently Owned
View- Website:
- fusionfinancialpartners.com
- Employees:
- 5
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Managing PartnerFusion Financial Partners - Independently OwnedCalifornia, United States
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Investor, Advisor & Board MemberWingman Strategic Partners Jan 2018 - PresentSan Diego, California, United StatesRIA insurance solutions for the fiduciary minded advisor. Built by RIA executives. -
Managing PartnerFusion Financial Partners - Independently Owned Mar 2017 - Present92011Fusion Financial Partners is a strategic consulting firm headquartered in Southern California serving independent advisors and select corporate client assignments providing expert guidance to business owners across the independent wealth management waterfront ranging from RIA start-up solutions, strategy execution, transition planning, merger/acquisition, financing, business optimization or to those seeking options for selling their business.Fusion brings together business… Show more Fusion Financial Partners is a strategic consulting firm headquartered in Southern California serving independent advisors and select corporate client assignments providing expert guidance to business owners across the independent wealth management waterfront ranging from RIA start-up solutions, strategy execution, transition planning, merger/acquisition, financing, business optimization or to those seeking options for selling their business.Fusion brings together business transformation consultants, who are former executive leaders with insider viewpoints, devoted to the needs of independent advisors. Advisors seeking change are presented with a vast array of important decisions that must be made with respect to RIA set-up, custodial selection and negotiation, technology, and building enterprise value through proper entity set up and continued growth strategies. The decisions teams make today will have a great impact on future succession or monetization tomorrow and advisors need to understand this impact before making the biggest decision of their career. Show less
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Co-Founder & Managing Partner At FusionnetixFusionnetix Nov 2020 - Feb 2023
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Managing Director, Ria Acquisitions (M&A)Hightower Oct 2014 - Mar 2017Greater Chicago AreaHis leadership of the firms’ RIA acquisition business development growth efforts includes the initial launch of the business line, marketing development, pipeline building/recruiting, and deal-making with COI’s such as investment bankers, legal counselors, and recruiters serving the M&A marketplace. -
Managing Director, Hightower NetworkHightower Jan 2013 - Nov 2014Greater Chicago AreaLaunched HighTower Network (now HighTower Platform), HighTower's independent business owner affiliation channel. Responsible for all aspects of leading growth efforts and launching the business line, managing COI's, advisor recruiting and marketing outreach to independent business owners.
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Executive Vice President, Hightower Experience GroupHightower May 2010 - Feb 2013Greater Chicago AreaHead, Business Development and Advisor Development. Responsible for all aspects of advisor recruiting, advisor partner development, and media relations involving recruitment of new partner teams.
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Vice President - SalesFidelity Investments Apr 2003 - May 2010Institutional Wealth Services - clearing, custody, and technology sales to Registered Investment Advisors, Broker Dealers/RIAs, Trust Company, and Third Party Administrators -
Sales RepresentativeTd Ameritrade Institutional (Formerly Td Waterhouse Institutional) 2000 - 2003Greater Chicago AreaRegistered Investment Advisor custody and clearing sales
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WholesalerSit Investment Associates 1997 - 2000National Wholesaler, Sit Mutual Funds
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Client Service RepresenativeSit Investment Associates 1994 - 1997Client Service, Sit Mutual Funds
Mike Papedis Skills
Mike Papedis Education Details
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Finance -
Pre-Med
Frequently Asked Questions about Mike Papedis
What company does Mike Papedis work for?
Mike Papedis works for Fusion Financial Partners - Independently Owned
What is Mike Papedis's role at the current company?
Mike Papedis's current role is Managing Partner.
What is Mike Papedis's email address?
Mike Papedis's email address is mp****@****ers.com
What schools did Mike Papedis attend?
Mike Papedis attended University Of Iowa, Creighton University.
What skills is Mike Papedis known for?
Mike Papedis has skills like Mutual Funds, Investments, Financial Services, Series 7, Finra, Wealth Management, Asset Allocation, Strategic Planning, Securities, Relationship Management, 401k Rollovers, Series 63.
Who are Mike Papedis's colleagues?
Mike Papedis's colleagues are Tyler Stokes.
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