In this podcast we meet Steve Dimitriou. Steve is the founder and managing partner of Mayflower Advisors, which has operated since 2002 and now manages over $1.7B in assets. Mayflower launched an RIA firm in 2020 and we cover what led to that decision and the steps they've taken on the rollout. Steve has lots of words of wisdom for those who are thinking of setting up RIA's in this informative interview.
For more information on Mayflower Advisors, including their private wealth management and institutional advisory services as well as their retirement plan consultancy, please visit MayflowerAdvisors.com.
For more information on Castine LLC, including our commission management, compensation, and compliance solutions for investment managers and retail and institutional brokers, please visit CastineLLC.com