Latest / The Close M&A Podcast with Caber Hill Advisors
John Celentani, CFP®, CPWA®: From Business Wealth to Personal Wealth
Wealth management is about more than investment performance. It is about knowing clients well enough to guide them through major financial and personal transitions. John Celentani, Managing Director of Private Wealth at Dearborn Partners, joins Craig Castelli to discuss the firm’s relationship-driven approach to advising high-net-worth clients. They explore Dearborn’s private wealth and asset management businesses, how advisors can support entrepreneurs preparing to sell their companies, and the importance of staying within their area of expertise. John also shares the lasting lessons he…
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