Martin Leclerc

Source, facilitate, and advise on M&A opportunities for RIA firms seeking to build scale through partnering and acquisition. Provide marketing and distribution services to Marketocracy Capital Management, a next generation Asset Management Firm and "premiere incubator of outstanding investors on the web."

Headed Private Wealth Management business in the Philadelphia Region. Market segment included both High Net Worth and ultra-High Net Worth investors.

Responsible for the Office of Supervisory Jurisdiction in San Francisco, which included 51 professionals plus support staff.

London based. Reported to Vice Chairman of International Private Client Group: helped to formulate and implement strategy including review and integration of acquisitions.

London based and later, also Dubai. Responsible for one of the largest wealth management offices in system. Multi-jurisdictional offerings included both investment management and private banking, onshore and offshore.