WEALTH PARTNERS CAPITAL GROUP, LLC
PALM BEACH, FLORIDA

"MAI helps advisors plan their succession by ensuring clients are cared for after the advisor’s departure. We provide capital, but more importantly, we offer scaled resources, a fiduciary culture and a focus on client relationships." John is a Partner of Wealth Partners Capital Group. Before starting the firm, John was President of AMG Wealth Partners from 2011 to 2017. Prior to AMG Wealth Partners, he was the senior partner of one of Morgan Stanley’s largest Private Wealth Management teams. Earlier in his career, John served as Managing Director at Lehman Brothers and as Managing Director for E-Commerce and Wealth Management at Credit Suisse First Boston. He began his career in 1988 in the Private Client Services Group of Goldman, Sachs & Co., where he rose to Managing Director. John holds a B.A. Magna Cum Laude from Georgetown University, an M.S. from the Sloan School of Management at MIT and a J.D. Magna Cum Laude from Harvard Law School. Rich is a Partner of Wealth Partners Capital Group. Before starting the firm, he was a Managing Director of AMG Wealth Partners from 2014 to 2017. Prior to AMG Wealth Partners, Rich was Managing Director at Focus Financial Partners. He founded and managed the Focus Connections program, which helped advisors from major brokerage firms establish their own independent wealth management businesses. Earlier in his career, Rich served as Director in Charles Schwab’s Strategy Group and was an analyst at Silver Lake Partners. Rich is a graduate of St. Catherine’s College, Oxford. Sean is a Partner of Wealth Partners Capital Group. Before starting the firm, Sean was a Director of AMG Wealth Partners from 2014 to 2017. Prior to AMG Wealth Partners, he was Senior Vice President and Director of Sabadell Bank & Trust’s Palm Beach office, focused on private banking, wealth management and corporate development. Sean began his career as an Associate at Dearden, Maguire & Weaver. He holds a B.S. in Finance and a minor in Economics from the Smeal College of Business at Penn State University. Allison is the Chief Administrative Officer of Wealth Partners Capital Group. Previously, Allison was an Associate of AMG Wealth Partners from 2011 to 2017. Prior to AMG Wealth Partners, she spent five years at Affiliated Managers Group in the New Investments group and Office of the CFO. Allison holds a B.A. with honors from Stonehill College. Dan is a Senior Associate at Wealth Partners Capital Group. Prior to Wealth Partners Capital Group, Dan was an Associate of AMG Wealth Partners from 2015 to 2017. Earlier in his career, he was a Financial Analyst at Goldman, Sachs & Co. in New York, where he worked for three years in Private Wealth Management. Dan holds a B.S.B.A from the McDonough School of Business at Georgetown University. Nick is a Senior Associate at Wealth Partners Capital Group. Prior to Wealth Partners Capital Group, Nick was the Head of Business Development at StratiFi, a financial technology company based in San Francisco. Previously, he was an Associate on the M&A team at Focus Financial Partners in New York City. He began his career as an Analyst at Morgan Stanley. Nick holds a B.A. in Economics from Colby College. Jillian is an Analyst at Wealth Partners Capital Group. Previously, she was a member of AMG Wealth Partners from 2012 to 2017 after spending two years with Affiliated Managers Group. Jillian holds a B.A. in Strategic Communication and a minor in Business from Ohio State University. Michelle is an Executive Assistant at Wealth Partners Capital Group. Previously, she was an Executive Assistant to the CFO at Rendina Healthcare Real Estate. Prior to that, she was an Office Assistant at Affiliated Managers Group. Michelle holds a B.A. from the University of Central Florida. Kathleen is the Founder and Managing Member of Wealth Partners Compliance Consulting, LLC. Before starting the firm, Kathleen was a Director of Compliance - Affiliate Legal and Support for AMG Wealth Partners. Prior to AMG Wealth Partners, she served in progressively senior compliance roles at firms including Franklin Resources, Inc. and Credit Suisse Group - Private Equity Division culminating in serving as the Chief Compliance Officer for boutique registered investment advisers. Kathleen holds a BA in Business Administration from St. Joseph's College, a JD summa cum laude from Taft University School of Law and a LL.M. cum laude in Corporate Transactions and Finance from the University of Alabama School of Law. "MAI helps advisors plan their succession by ensuring clients are cared for after the advisor’s departure. We provide capital, but more importantly, we offer scaled resources, a fiduciary culture and a focus on client relationships." John is a Partner of Wealth Partners Capital Group. Before starting the firm, John was President of AMG Wealth Partners from 2011 to 2017. Prior to AMG Wealth Partners, he was the senior partner of one of Morgan Stanley’s largest Private Wealth Management teams. Earlier in his career, John served as Managing Director at Lehman Brothers and as Managing Director for E-Commerce and Wealth Management at Credit Suisse First Boston. He began his career in 1988 in the Private Client Services Group of Goldman, Sachs & Co., where he rose to Managing Director. John holds a B.A. Magna Cum Laude from Georgetown University, an M.S. from the Sloan School of Management at MIT and a J.D. Magna Cum Laude from Harvard Law School. Rich is a Partner of Wealth Partners Capital Group. Before starting the firm, he was a Managing Director of AMG Wealth Partners from 2014 to 2017. Prior to AMG Wealth Partners, Rich was Managing Director at Focus Financial Partners. He founded and managed the Focus Connections program, which helped advisors from major brokerage firms establish their own independent wealth management businesses. Earlier in his career, Rich served as Director in Charles Schwab’s Strategy Group and was an analyst at Silver Lake Partners. Rich is a graduate of St. Catherine’s College, Oxford.