The Dakota Wealth Management CXO has a plan of succession — not just for her firm, but for the financial services industry as a whole.
When it comes to his clients, Jacky Petit-Homme, co-founder of Philadelphia’s Liberty One Financial Advisors — a firm that now has $75 million in AUM and has grown in just two years to serve approximately 120 households — draws on the experiences of his Haitian parents and those who came before them.
