When Jonathan Shenkman left his job at a large regional firm to start ParkBridge Wealth Management about three years ago, he figured it was the perfect time to do so. “I was old enough to have enough contacts but young enough that, if it didn’t work out, I could go back to work at a big firm,” he says.
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by Alex Ortolani, Senior Reporter, WealthManagement.com December 10, 2025 Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and
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December 2, 2025 CLick here to Download the Report US wealth management appetite growing amid fund solution proliferation Wealth managers represent the fastest-growing investor segment
